Getting Started
To manage high touch fundraising follow-ups in your system, you can work from the Major Giving Portfolio, directly from action plans, or individual contact records. The most streamlined approach is through the Major Giving Portfolio, which provides an intuitive interface specifically designed for managing donor relationships.
Feature Details
Follow-ups are essential tools for tracking which donors need attention and assigning next steps to staff members. These can be added to individual contact records or to specific action plans such as Moves Management Action Plans, Planned Giving Plans, or Grant Action Plans. When added to a plan, follow-ups are only visible to staff members with permission to view that plan. Follow-ups added to individual contact records are visible to anyone with access to that contact.
The Major Giving Portfolio serves as a centralized hub for managing follow-ups, showing summaries of upcoming, overdue, and completed follow-ups. From this interface, you can schedule new follow-ups, resolve existing ones, assign staff members to donors, and request research. For more targeted management, you can manually add follow-ups directly to action plans or contact records based on your specific needs.
Feature Navigation
Read more about:
- How do I assign follow-ups in the Major Giving Portfolio?
- How do I manually assign follow-ups to action plans?
- How do I add follow-ups from a contact record?
- How do I manage overdue and upcoming follow-ups?
- How do I use Automation to assign follow-ups?
Tracking Your Success / Reporting
The Follow-Ups Report allows you to monitor all scheduled activities across your fundraising team. You can customize this report by adding Action Plan Details columns to provide more comprehensive information for each follow-up. This makes it easier to view the complete history and details you need when contacting major donors. For portfolio-specific tracking, select "Run report" from the Summary section of the Major Giving Portfolio to see follow-ups filtered by the selected Portfolio Owner.
Transition Statement
With these tools at your disposal, you can create a systematic approach to donor relationship management that ensures no important follow-up falls through the cracks.