hello! I was wondering what types of profiles you provide to your major gift officers. I have learned recently of basic, financial & full - depending on the need and incorporating time-management in. I'd love to hear what those in research provide their MGOs and what is included in them. Thanks!

I would like to know if anyone has some basic templates for these types of reports as well.

I have attached a template we use for major donor profiles. Hope this helps! Good luck, Elizabeth Jouve [Email Removed]

Attached? Melissa S. Graves Director of Development Services The Village for Families and Children mgraves @ villageforchildren.org www.villageforchildren.org  GET ON THE BUS! Check out what the Blackbaud User Society is talking about today at www.blackbus.org!

Apparently, Blackbaud posts attachments to a separate area. Here is the link: http://www.blackbaud.com/support/forums/lettersforms.aspx#misc

Elizabeth, Thank you, How do you get all of the informatiom on there populated? Canned Profile? Crystal Reports? Manually? Also - you may want to put your organization name in your signature since the documents are under your organization name. It took me some going back and forth to be sure I had the right one. Melissa S. Graves Director of Development Services The Village for Families and Children mgraves @ villageforchildren.org www.villageforchildren.org  GET ON THE BUS! Check out what the Blackbaud User Society is talking about today at www.blackbus.org!

Melissa, All information is manually incorporated into the profile. The profile shell just provides a framework; individual fields may or may not be relevant, depending upon the activities of the major donor. Also, we are trying to set up a system to update our major donor profiles on a regular basis. Elizabeth Spring Hill College [Email Removed]