Show Notes
Our second episode with Erin Straza turns to the practical mechanics of donor management—highlighting the importance of clean CRM data, consistent tagging, and documenting every donor interaction to track passion, advocacy, and giving habits over time. She rejects binder-thick academic segmentation models in favor of practical, usable systems that a nonprofit staff can realistically maintain.
Key takeaways include:
You cannot engage donors well without a functioning CRM
Passion is measured through behavior (attendance, volunteering, giving consistency, social engagement), not surveys
High-end donors require highly personalized, strategic touchpoints throughout their annual cycle
Maintaining clean data today prevents massive organizational pain later.
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