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Respect to the Major Gift Officers out there. 🫡 Meeting donors. Building relationships. Preparing for the next meeting. Trying to remember what happened in the last one. And somehow finding time to log it all. Samantha, we see you. Were working on making your life a little easier at Instil. The Ask, a fundraising relationship "show" presented by Instil.

Four pages of donor research. Hours of work. One gift officer who apparently didn't make it past the file name. Respect to the prospect researchers out there. 🫡 You did the deep work. Your gift officers should be able to put it to work. Instil brings the research, giving history, and human details together in a concise, comprehensive briefing your gift officers can actually use before walking into a meeting. All that depth. A lot less digging. The Ask, a fundraising relationship show presented by Instil.

Salesforce is excellent at hard facts. The gift closed. The amount was $50,000. The date was March 12. Cleanly logged. Easy to report. Salesforce is not so good at "she teared up talking about her brother and we should not mention the gala again." Both kinds of information matter. But when they're forced into the same fields, the human stuff tends to end up in someone's head, phone notes, or nowhere. And that's usually where the prospect researcher and the gift officer start blaming each other. At Instil, we've been building a home for the human stuff, without making a mess of the numbers everyone else depends on. Sam and Samantha don't know this yet. They will. Episode 1 is below.

We need to talk about Bob. Over time, we've learned a lot about this dude. Golf trips. Egg yolks. Chin Chin. Spicy Food. His wife's Peloton habits. A $5,000 gift. Some of it matters now. Some of it might matter six months from now. Some of it is just what you learn when you actually know someone. That's why we built Instil. Log the human stuff when you learn it. Or when you remember it. Wherever you happen to be. Instil keeps it connected to the relationship, so your team doesn't have to keep it all in their heads. We logged Bob from an office, a café, a couch, a car, a walk with the dog, a burrito, a toilet, a Peloton, and a cold plunge. At this point, we thought we knew Bob pretty damn well. Turns out, Bob was too polite to tell us one fairly important detail about himself. We eventually found out. 😬 Logged it immediately. BIG star next to that one. Fundraising happens everywhere.