Archive - April 25, 2017

How to Help Major Gifts Officers Succeed

How to Help Major Gifts Officers Succeed

help major gifts officers succeed

It was six years ago but I remember it like it was last week. A colleague told me that organizations should use Salesforce to manage major gift fundraising, even if they weren’t going to replace their primary advancement system. I laughed, and then listed off the reasons I completely disagreed. At the time, it was simple:

  • Fundraisers need access to a full set of data
  • Data integration and reports are difficult and expensive
  • If major gift officers would take the time to put in their data, they’d have what they need

I won’t go so far as to say that I was wrong then, but a lot has changed in six years. The time is right to rethink the way we picture our advancement systems.

Read More

Copyright © 2018 Heller Consulting.