No matter how we get donor ratings into our databases (vendors like DonorSearch or WealthEngine or even *gasp* Aspire Research Group :-)) sometimes we forget to use them. It’s sort of like carefully selecting coupons for the store and then forgetting to pull them out when you get to the cashier. We all do it. Okay, I can’t speak for you but I have certainly done that!
Let’s start with the most forgotten and work our way to the least forgotten:
(1) Choosing people to solicit a gift from for a specific project or initiative
(2) Choosing people to invite to a specific event
(3) Pulling a list of planned gift prospects or high-end annual appeal prospects to schedule visits with
(4) Pulling a list of best prospects for an annual appeal (fewer people, less cost, higher return)
(5) Populating a major gift or campaign prospect pool
For some tasks, combining the best rating scores with other criteria in your database, such as event attendance or interest in a program, gets you the sweetest list. Whenever you pull a list out of your database, ask yourself if you should include donor ratings as part of your strategy. The results will delight you!
Fundraisers like you are busy, creative people.
Have you ever used donor ratings to raise more money and maybe even lessen expenses at the same time?
We’d love to hear about it – please share!