That’s good, because this is the spring issue of Insights & Opportunities, and we don’t want any snow on it.
Quick—you have 5 seconds to choose which huge generational cohort, Millennials or Boomers, on which to focus your fundraising efforts. Luckily, most fundraisers don’t have to make the choice. Clicking on the infographic comparison (right) of these two groups, including giving statistics, could provide some guidance in how you design an approach.Sources
We all know about "moves management." Did you also know that this complex and unpredictable process can, indeed, be automated? ClearView CRM’s Opportunity Management feature supports your personal outreach efforts and even makes the highly individualized process of major gift fundraising more predictable.
In ClearView CRM, an “opportunity” is anything of value that your organization wants from a prospective donor or constituent—board membership, bequest, etc. Opportunity Management lets you take advantage of these opportunities by automating the entire process.
Imagine yourself a major gift officer for a hospital:
You can see that Opportunity Management supports your efforts to attain an opportunity by streamlining your workflow and ensuring you take every step necessary toward achieving any opportunity.
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