Hello,
We are interested in expanding our portfolio management and would like to get an idea of how other institutions and their membership/donor managers handle it. We use Raiser's Edge (self-hosted) and have the Prospect tab, but so far we've only used it for wealth prospecting data. I've set up a system for tracking our solicitors' interactions with donors using Actions and a custom report, but we feel like we could do more to keep these relationships at top of mind for the managers and assist them with their work, whether within RE or with supplemental software.
We're an art museum, but I'd like to hear from all types of institutions to get a sense of what is out there and is working (or not).
Thank you for your help!
Best,
Bethany
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BETHANY BANNISTER McCARTHY
Manager of Advancement Services
DMA
Office: 214-922-1337
Dallas Museum of Art | 1717 N. Harwood St. | Dallas TX 75201
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