Transitioning a Donor to a New Giving Level
These three principles are key when transitioning a donor between primary contacts in your organization.
Ending Well
You can make a difference for the person taking your place when you leave with professionalism, making the transition as smooth and life-giving as possible.
How to Transition a Mid-Level Donor to a Major Gift Officer
How do you take a donor that a mid-level gift officer has been working with and hand him over to a major gift officer? It’s crucial to your fundraising – and to the donor.
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Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
