A Conversation in Fundraising We Need to Have
We asked Jason McNeal to share the philosophy behind his unique handbook and why he feels that training on effective contact reports can be – in the long term – a game-changer for development shops. An interview with Jason McNeal (Gonser Gerber LLP), author of Writing Meaningful Contact Reports: A Handbook for Fundraisers. AI.Jason, thanks for this conversation. To get started, why do you think this handbook is especially needed?Jason McNeal.Every higher-ed institution is looking for the advancement part of the enterprise to be as effective as it can possibly be. Part of that effectiveness relies on how well we know our donors. And the mechanism for showing evidence that we know our donors well is the recording of our business with them. Contact reports do that for us. They capture the most important aspects of a donor’s contact with the institution and hopefully provide permanently records that so that the advancement shop can build a body of knowledge about that donor and their relationship to the institution. But how effective are we, actually, at doing that? AI.Could you say more about that, Jason?Jason McNeal.Well, here we have this very important component of our work — that is key to becoming more effective […]
