Using Moves Management: A Step-by-Step Guide to Cultivating Major Donors
Center for Major Gifts
JANUARY 25, 2025
Building a Solid Data Foundation An accurate, up-to-date CRM is essential for tracking each interaction, so begin by cleaning up donor records. Remove duplicates, verify contact details, and capture crucial data points like donation history, event attendance, and engagement metrics (e.g., email opens).
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