Management of Donors

Amanda Black

We are in the process of creating portofolios of our donors for our staff to manage. We are curious how others track management in RE. Where do you record in a donors account that they are managed by a staff member? Do you only use the Relationships tab to track this information or have you created a place within the record to identify that a donor is managed by someone. Also what queries, reports, etc. do you pull to get updated information on managed donors? If you do not want to reply on this forum and would like to send me a private e-mail you can do so by sending it to amanda@godspantry.org.



Thanks!

Amanda

Carolyn Moatz

We add the staff member responsible for the person as a solicitor. This makes them easy to query and report on. For the staff, they have dashboards that will tell them when someone they're assigned to makes a gift, registers for an event, or has an action due soon. For our volunteer solicitors, we created a custom report that gives them information on the prospects, including giving history. If you want more detailed info, let me know, and I'll send you an email.

Amanda Black

Carolyn Moatz:

We add the staff member responsible for the person as a solicitor. This makes them easy to query and report on. For the staff, they have dashboards that will tell them when someone they're assigned to makes a gift, registers for an event, or has an action due soon. For our volunteer solicitors, we created a custom report that gives them information on the prospects, including giving history. If you want more detailed info, let me know, and I'll send you an email.

This is what we were thinking about doing. If you can send me more information for me to share with my boss that would be great! Thank you so much!!!!

Christine Cooke 2

We add the staff or board member as a Solicitor under  Relationships.

The Moves Management is tracked through the Prospect Module if you have it.  And if you do not you can track it on the Actions Tab. 

And actually, the Action Tab and the Prospect Module can work together as some of the fields are linked.