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Client Genealogy – Donor Genealogy

Have you ever figured out where your major donors come from? I call it Donor Genealogy, ‘c2 and it’s a private sector marketing technique that may be useful to your organization. It means working backwards through your donor list, to see the ultimate source of your major donors. It’s a great way to engage board members and past presidents with institutional memory in helping you focus your dollars and energy where they will be most productive. ‘c2 This article talks a bit about it; if you want to learn more, feel free to contact me or give me a call at Bloom Consulting!\nsdetwiler@bloomconsultinginc.com

One Comment

  1. Stacey Dowdle says:

    Dear Susan,\nYour leadership in the non-profit sector is invaluable, I love your “Donor Geneology” coined reference and strategy. Institutional memory is a cornerstone of our fundraising here at the American Heart Association, and we have found it to be extremmely valuable in donor retention and new business.\nBest to you,\nStacey Dowdle

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