Seamless Donor Transition

It’s not easy to let go of certain donors, but there comes a time in every fundraising cycle when you’ll need to transition a donor relationship to someone else.  

Whether the donor is moving from mid-level to a major gifts portfolio, or from a higher level of giving back into mid-level or direct response, transitioning them to another colleague is one of the best things you can do for your program, organization, and the donor! But you need to have protocols in place so that the transition feels seamless and keeps your pipeline free and clear of any clogs.   

In this podcast episode, Jeff, Theresa, and Matt share their top tips and best practices for handling donor handoffs, shifting your thinking, and transitioning members of your caseload.  

Show Highlights: In this episode, you’ll learn about…  

• The kinds of protocols you’ll need to develop when a donor matches the criteria to move up or down in their giving level 

• Some of the common issues we see in non-profits that lead to bumpy transitions for both donors and fundraisers 

• Our team’s top tips for making donor handoffs a seamless process