Craig H. Smith

Picture of
Senior Consultant
, John Brown Limited, Inc.

Recent Posts

Four Essential Elements of a Contact Report

Posted by Craig H. Smith on Sep 5, 2018 7:30:00 AM

I can’t get over the wild and crazy way that many front-line fundraisers are taught to write contact reports, or not taught at all.  They are either cryptic notes without much context – I’ve seen ones that say “had lunch” and nothing more – or they can be novels with ad nauseum and useless detail.

Well written ones stand out!  They make it possible for others who come along to advance relationships without starting over.  Every contact report should include notes about the four essential decisions every donor needs to make:

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Topics: CGP Conference 2018