Individual GivingJackie Mendoza, Director &   Principal Consultant
Agenda• Facts• Relationships• Process• Making it work for you
2002-03 figures are inferredSources: NCVO/TSRC, Charity Commission
• Acquisition• Retention• Development
Acquisition• Direct Mail• Inserts• Door drops• Face to face & door to door
Retention• Thank• Welcome• Communicate & engage
Development• Newsletters, email updates, social  media, digital• Invite• Convert and/or upgrade
Acquisition• Costs money, low ROI• Hone in on your networks• Who do you know, who do they  know?
What’s your story?• Compelling & emotionally engaging• Why should I support you?• What difference can we make?• How much w...
What you definitely need• A basic database to store donor  details• Thank you letters• Simple communication schedule• News...
But before all that:• What do we want to achieve?• Why do we want to achieve that?• How will we achieve it?
Thank you!      www.causeperfect.comjackie.mendoza@causeperfect.com
Jackie Mendoza, Cause Perfect - Individual Giving
Jackie Mendoza, Cause Perfect - Individual Giving
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Jackie Mendoza, Cause Perfect - Individual Giving

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Individual Giving presentation by Jackie Mendoza, Cause Perfect at Enlighten Conference, Monday 26 November 2012.

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  • Jackie Mendoza, Cause Perfect - Individual Giving

    1. 1. Individual GivingJackie Mendoza, Director & Principal Consultant
    2. 2. Agenda• Facts• Relationships• Process• Making it work for you
    3. 3. 2002-03 figures are inferredSources: NCVO/TSRC, Charity Commission
    4. 4. • Acquisition• Retention• Development
    5. 5. Acquisition• Direct Mail• Inserts• Door drops• Face to face & door to door
    6. 6. Retention• Thank• Welcome• Communicate & engage
    7. 7. Development• Newsletters, email updates, social media, digital• Invite• Convert and/or upgrade
    8. 8. Acquisition• Costs money, low ROI• Hone in on your networks• Who do you know, who do they know?
    9. 9. What’s your story?• Compelling & emotionally engaging• Why should I support you?• What difference can we make?• How much will it cost?
    10. 10. What you definitely need• A basic database to store donor details• Thank you letters• Simple communication schedule• News-worthy items• A plan for how you intend to develop your relationship with donors
    11. 11. But before all that:• What do we want to achieve?• Why do we want to achieve that?• How will we achieve it?
    12. 12. Thank you! www.causeperfect.comjackie.mendoza@causeperfect.com
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