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How to Collect Data While Maintaining Donor Privacy

Learn how to collect donor data without being annoying, invading privacy, or stepping into legal issues.

Researching donors is important but many people are concerned about how to find the information they need and how to use it ethically and effectively. We will discuss what information you need, where to get it, how to use it, and how to use this information to build strong relationships with prospective donors.

65 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

What Kind of Data Should You Collect and Why

  • Wealth/Ability to Give
  • Propensity to Give
  • Interest in Your Cause

Where Do You Find This Data

  • Search Firms
  • Board and Volunteers
  • Ask the Prospective Donor

What Do You Do With This Information

  • Determining Ask Amount
  • Further Research
  • Cultivating the Donor

Assuring Confidentiality

  • Storing the Information
  • With Whom and When Do You Share the Information
  • Record Keeping

Finding the Right Information

  • Irrelevant Information
  • Talking to Your Donor
  • Cultivation Events
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on May 20, 2024.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Linda Lysakowski, ACFRE

Linda Lysakowski, ACFRE

Linda Lysakowski, LLC

Linda Lysakowski, ACFRE, CDC, CDE, CNE

  • Advanced Certified Fundraising Executive (ACFRE) with over 40 years in the development field, Certified Nonprofit Consultant, Certified Nonprofit executive, Certified Development Executive
  • Managed capital campaigns, aided numerous nonprofits in achieving development goals, and trained 100,000+ professionals globally
  • Author of three dozen books, including works for the nonprofit sector, fiction, spirituality, and travel
  • Developed and managed 20 online courses for nonprofits
  • Recipient of Outstanding Fundraising Executive awards from AFP chapters in Eastern PA, Las Vegas, and Sierra (NV)
  • International recognition with the Barbara Marion Award for Outstanding Service to AFP
  • Recipient of the Lifetime Achievement Award from the Las Vegas Chapter of AFP
  • Selected training and speaking engagements at the AFP International Conference, regional AFP chapters, and various national and international association conferences
  • Graduate of Alvernia College with majors in banking and finance, theology/philosophy and master’s Degree in theological studies Franciscan theology from Franciscan School of Theology, University of San Diego
  • AFP Faculty Training Academy graduate and recipient of two AFP research grants
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman

All of your training, right here at Lorman.

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Product ID: 404634
Published 2024
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