Downloadable Tool #2: Contact Report Downloadable

Does your nonprofit use contact reports to document important conversations with donors and prospects? If not, you should! 💡


A contact report is a written record of each meaningful interaction between your organization and a potential or current donor. It is essential for effective donor management. A good contact report contains the important details from each meaningful conversation.Contact reports are extremely useful for crafting your long term strategy with each donor/prospect. They are also one of the only ways an organization ensures that details of relationships are captured and documented in its files and/or database in perpetuity. They are a must-have to counteract the inevitable and famously high staff turnover in the fundraising field.

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