The DonorUp55, Section 1
Genuine interest in each donor is the first step to a valuable relationship. Knowing your major donors means understanding their background, goals, desires, preferences, etc. This helps you understand why they give (e.g., recognition, respect, reliability, friendship, etc.) and to what causes they like to give.
The DonorUp55 was adapted from the MacKay 66 as described in the book, How to Swim With the Sharks Without Being Eaten Alive, by Harvey McKay. Developing this profile of each major donor requires using a variety of resources: receptionists, newspapers, assistants, trade publications, associates, and, of course, conversations with the donor. Look, listen, and learn all you can about the donor, both personally and professionally. You'll find topics for opening conversations which will create opportunities for you and your school.
The first section of the DonorUp55, consisting of the 12 data elements below, includes the basic information you must have in your database on every donor. With this data you will be able to communicate effectively and you will be better prepared to collect the information required to complete the other sections of the DonorUp55.
- Donor Name (Including Nickname)
- What is the significance of his/her name?
- Home address
- Telephone numbers (Home, Business, Mobile, etc.)
- Email addresses (Personal, business, etc)
- Birth date
- Birth place
- Hometown
- Company name
- Company Address
- Web sites (Personal, business, blogs, social networking, etc.)
- By what methods does the donor most prefer to communicate?
