Data assessments are an incredibly powerful tool to uncover the tremendous planned giving value that is hidden in your donor database.
When your back office isn’t equipped to support your fundraising efforts, you’re going to see higher levels of donor value attrition.
Figure out who your donors are and what makes them tick. Only through personal contact and solid research are you going to learn this.
Learn your donor’s story and make that central to your fundraising work. But more than that, write it down for others as well.
What’s the story of your relationship with your donor? Have you written this down so you can tell it to others? This is a gift to your organization.