There are many ways that a supporter might express interest in making a major gift. You might have approached them, or they might approach you. They might express an interest in making a contribution in the short term or a longer term. Regardless, the vital first step is to record the contact details in Salesforce correctly and to ensure that the contact is set up appropriately so that the relationship can be managed properly over time.
In the Account and Contact Maintenance module we covered structuring account and contact details for a variety of scenarios ranging from a household with relations, to complex corporate structures. It is very important that you understand these principles and how to record relationships and notes and perform other common processes before proceeding through this module. If you haven’t already completed this module, please ensure that you do so as soon as possible.
Once Account and Contact records have been established or updated for a supporter, the next step is to record as much other relevant information about them as possible. There are few different ways that organisations might employ to do this but let’s look at some common scenarios. One common method is to use Custom Fields at either the Account or Contact level to record a Partnership, Bequest or other Major Giver type, status and level.
For example, in the following screenshot you can see the Account page with field where we could enter Type of Corporate Partner, a Corporate Partnership Status of Stewardship-Partner and a Corporate Partnership Tier of Supporter.
Your Salesforce implementation might use a slightly different structure so don’t worry if your screen doesn’t match this example.
Please check with your Trainer or Salesforce administrator to determine exactly how your organisation records and locates Account and Contact records for Major Gifts.
Let’s look at how things work now.