The danger of speaking poorly of donors in call reports

Nonprofit Quarterly

The Heritage Foundation recently learned what is likely to be an unfortunately painful lesson about donor engagement. And we should all take a minute to learn from their mistakes.

As you’ll see in the article, a set of major donor call reports from Heritage were posted to the web. Some of the notes made reference to donors as being “odd”, etc.  I can imagine that the senior team at Heritage is scrambling right now to rebuild trust with some of their most important donors.

The key learning here is, if you wouldn’t be comfortable saying something directly to your donor, don’t write it in your call reports. It’s just that simple.


Make it a great week!

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