In my last blog, 5 Ways to Conquer Data Overload, Part 1, I gave you the first three ways to prioritize and funnel your data. Here are two more helpful ways that you can build relationships with people who care about your vision.
4. A super sleuth volunteer makes a great friend.
A retired executive taking care of an aged spouse needed a break from her day to day caregiving. With a confidentiality paper in one hand and a short cultivation list in the other I asked her to help me get these folks in for a tour or coffee with me. We made more appointments than I thought possible. Why? She was great at finding out information. And in turn, we had better conversations leading to our meeting.
She was a super sleuth. Her knowledge of the business world, social networks, and private philanthropy saved me time since I didn’t need to research on my own. Look for someone with high integrity, business or social connections and a strong propensity towards your mission and vision. Their knowledge, insight, and connections can really help you prioritize and cultivate the right people.
5. Philanthropy runs in the family.
We all seem to know them. Their names are on the businesses, streets, or plaques in our community. Everyone knows those philanthropists in our community. And, everyone asks them for money. Sometimes my heart goes out to them because I am sure they get tired of the continual asks.
There is more to these people than their gifts. They serve as an example to the community of how to support a cause or vision. They can lead several people or groups in thinking higher and for the greater good. They lead their children in generational and legacy philanthropy.
If you have a family or several families like this, place them high on your list, or better yet, make a special list for this type of relationship. Carefully nurture this relationship so you can learn and your organization can grow. These people have been around the block several times. They have been on non-profit boards. They have probably chaired several capital campaigns. They most likely have started their own foundation(s) or non-profit organizations. Please, learn to listen. This relationship may help you grow, not just in funding, but also in leadership, skills and development as they share and advise you and your team.
I hope these five ways of prioritizing your cultivation data and activities help you. Remember, we do this cultivation work to help not just our organization, but also the person on that list. Helping a person join a vision that they are impassioned for is an incredibly rewarding experience.
I would love to hear of other ways that you conquer data overload at your organization! Comment below or send me an email.