When you have a healthy donor pipeline, there will come a time when you need to transition a donor relationship to someone else. Whether the donor is moving from mid-level to a major gifts portfolio or from a higher level of giving back into mid-level or direct response, you need to have protocols in place so that the transition feels seamless to the donor.
For today’s podcast episode, Karen Kendrick speaks with Diana Frazier, Senior Client Experience Leader, and Kara Ansotegui, Director of Client Engagement Services, to ask them 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.
Show Highlights: In this episode, you’ll learn about…
The kinds of donor transitions you need to develop protocols around (how to move a donor from mid-level to major gifts or planned gifts, or back down to mid-level)
Some of the common issues we see in non-profits that lead to bumpy transitions for both donors and fundraisers
How to manage transitions when you have a hybrid mid-level / major gifts caseload
What to Do When You Inherit a Caseload
Mapping the Donor Journey: A Pipeline Health Checklist
How to Get a Donor Meeting Back on Track
Celebrating Women in Fundraising, Featuring Yolanda F. Johnson
Yes, You Do Need to Ask All Year Long!
Working From Your Energy: Bringing Your Best Self to Your Work With Donors
Finding the Right Job: Tips from a Non-Profit Recruiting Expert
How to Get Yourself Transitioned into the New Year
How to Be an Effective Non-Profit Leader and Manager
An Interview with the American Brain Foundation
It’s Time to Move on From Moves Management
How The Veritus Way Changed Our Work with Partners: An Interview with the East Texas Food Bank
How to Talk About Fundraising Within Your Organization
The Basics You Still Don't Have Down
The Three Legs of a Successful Planned Giving Program
How to Be More Efficient in Your Year-End Planning
Re-Release: What’s Holding You Back from Investing in Major Gifts?
Can We All Just Get Along?
Re-Release: Five Things Every Fundraiser Should Do in the Summer
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