When you have a healthy donor pipeline, there will come a time when you need to transition a donor relationship to another gift officer. It’s important that you have protocols in place so that the transition feels seamless to the donor. On this episode, Karen Kendrick speaks with Diana Frazier, Senior Client Experience Leader, and Kara Ansotegui, Director of Client Engagement Services, about their top tips for how you can meaningfully transition a donor relationship in a way that honors the donor and strengthens their connection to your organization.
