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Contact Preferred Title (Ms, Miss, Mrs. Mr.,)Contact First NameContact Last NameOrganization Name (if applicable)Email AddressPhone NumberMailing AddressDate of BirthContact TypeInterests/Hobbies/Important InformationEmployerFrequency of Volunteerig/ServiceDonation DatesDonation AmountsDonation TypeContact NotesFollow-Up Items
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Board MemberStaffVolunteerDonorEvent GuestSponsorContact DatesMethod of Each Contact
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Sample: MsShirleyTownsendN/Ashirley@me.com204-555-5555123 Town St. Providence, RI 029061/18/76
Place an "x" for each relevant contact type.
XXXis a caretaker for elderly parentsUnknownYearly1: 1/21/2019
2: 12/17/2019
1: $25
2: $50
1: Cash
2: Credit card
1: 11/20/2018
2: 3/14/2019
3: 12/27/2019
1: Event
2: Phone
3: Phone
1: Met Ms. Townsend at a program meet and greet. She was invited by a coworker who is a regular volunteer. She expressed interested in volunteering on weekends but has limited time because she is caring for elderly parents. Is eager to learn more about the program and repeatedly asked how she can help. Spoke with her about our food bank and she noted that she would begin volunteering in the new year11/20/2018: Sent out program list.
1/28/2019: Sent thank you letter for donation
12/22/2019: Sent thank you letter for donation
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For help with this sheet, contact Tiffany at Boss on a Budget at www.bossonabudget.com
Tip: On Mac computers, hold down the "option" and "return" key to make a new line in a cell. For Windows, select "Alt" and "enter".Tip: If the cells get too big, break up each contact on its own row. Once this gets to be unmanageable, you'll know it's time to invest in a donor relationship management system.
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