10 Donor Records Every MGO Should Keep Track Of

By Richard Perry

It seems that the major gift officer (MGO), who made his confession just last week, has been proud that he "flies by the seat of his pants" in his major gift work. I am not sure what there is to be proud of, but he thinks this is positive working style.

So, he tells the story of how he lost track of a $75,000 donor and was not sure what he knew about him. All of this happened, he says, because he did not “put any contact, moves, activity notes into the computer six months ago when he met the donor and the donor gave his generous gift.

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Richard Perry Author's page

If you’re hanging with Richard it won’t be long before you’ll be laughing.

He always finds something funny in everything. But when the conversation is about people, their money and giving, you’ll find a deeply caring counselor who helps donors fulfill their passions and interests. Richard believes that successful major-gift fundraising is not fundamentally about securing revenue for good causes. Instead it is about helping donors express who they are through their giving. The Connections blog will provide practical information on how to do this successfully. Richard has more than 30 years of nonprofit leadership and fundraising experience, and is founding partner of the Veritus Group.

10 Donor Records Every Major Gift Officer Should Keep Track Of