The success of any robust and successful fundraising process centers on four basic steps. They hold true for all levels and types of fundraising, but they are particularly essential for any successful capital campaign or major gift program.
Which means you have to use your intuition and common sense rather than some impersonal or overly mechanical system. It’s important that the process is genuine, sincere and donor-focused. It must, above all things, focus on the person — who they are and what they are interested in — long before the financial aspects of the process come into play.