Donor relation management

Step 5: Donor management system

Create donor management guidelines for all involved staff, outlining each step to be followed in detail. Typical steps involved are:

• • Register the donation immediately upon receipt.
  • Record donor information (name, address, contact number, PAN number for India, amount, type of donation).
  • Give a quick response to the donor (thank you letter, 80G receipt for India).
  • Add the contact details to your mailing list.
  • Communicate according to the donor engagement plan (see former step).