I believe in using a CRM package, 100%. However if you cannot connect with your constituents, you won't be able to uncover the important data your organization needs.
Listen, show interest in them as person, and above all be curious. Please, don't barrel through a list of preprinted questions. The last thing people want to feel is interrogated. Doing so will make them view you as disingenuous. Be patient. Wait for them to ask you more about your mission. Together you will discover the best ways they can help.
Remember, they are a person first not just ATM. Ask questions that naturally help you uncover who you board member or donor really is as a community member, parent, and business person. It works either in person or on the phone.
Become a human interest detective...
you'll discover how much fun it really is.
This is Marshall Howard reminding you . . . giving goes where the relationship flows.
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