The Agony of Recording Your Moves
- As an act of your will, either force yourself to record a move immediately after you have done it or take 30 minutes every day to complete this. Put it on your calendar, and stick to it. After a certain amount of time it becomes second nature.
- Find someone to keep you accountable. Ask your manager to check in with you every week to make sure the records are up-to-date. Ask a colleague to remind you. Someone in your life needs to help you do it.
- Ask your manager for admin help. Richard and I firmly believe that nonprofits shortchange the effectiveness of the MGO by not supplying him or her with good administrative help. It allows you more time as an MGO to do what you do best. If recording moves is what you do best, then you're probably not an effective MGO.
There you go. If you can keep up-to-date and make sure your records are clean and have good information, it will help you and your organization cultivate, steward and solicit your donors in the proper way.
None of this storing information in your head is going to cut it. Do yourself, your organization and the MGO who comes after you a favor and record your moves!
—Jeff
- Categories:
- Donor Relationship Management
- Major Gifts
If you like baseball, tennis, golf, Gregorian chant, jazz, rock, good wine and deep conversation, then you’ll like to hang out with Jeff.
If you are passionate about fundraising, Jeff will inspire you to be a true “broker of love” for your donors, helping you bring together a donor’s desire to change the world and the world’s greatest needs. Jeff believes that if nonprofits truly want to grow and obtain more net revenue for their mission, it will come through creating, building and successfully managing major-gift programs. The Connections blog will give you inspiration and practical advice to help you succeed. Jeff has more than 25 years of nonprofit fundraising experience and is senior partner of the Veritus Group.
