I’m able to access so much information by gathering donor and prospect information such as the following examples:
- The church they attend.
- The name of their spouse.
- The person who referred them.
- Their giving interests.
- Their profession.
- The name of their secretary.
Having all this information enables me to find the name of the donor or prospect in several ways. For example, if I forgot the last name of the donor but I remember that they go to a particular church, I can search under their church name and quickly fine their last name.
The art of cross-referencing is a tremendous way of making sure you can access data that you need.