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2013 acknowledgmentplanetphilanthropy

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Lynne Wester
Lynne Wester
TechnologyEducation
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There Has to Be a Better Way! Acknowledging and Thanking Our Donors Lynne M. Wester Planet Philanthropy 2013
Road Map for Success • Basics of a program • How to re-level your leadership program • Best practices • How to speed up turnaround • Tips and tricks
A Sad Reality
The Basics • Brevity • Clarity • Greetings and Salutations • Repeat Gifts
Re Leveling Your Program PRES VP DOD CARD or FORM Who signs the letter??
Numbers and Sense 350 or less 700 or less 1200 or less A gagillion!! How many should I write per calendar or fiscal year??
Best Practices • 8-10 sentences • Receipt and Acknowledgment are NOT the same • Hand signed is best, no machines please • Acknowledgment Swaps
Our Sample
Don’t let the process stall your message to donors! • How many times do you print a letter? • How many people NEED to see it? • What can YOU do to help? • Reoccurring gifts…
Digital Storage
Our System
Digital vs. Print • Thank in kind, let the medium speak
Digital Sharing
Tips and Tricks • Contact reports are key to personal letters • Just remember to think as a problem solver when handling acknowledgments • Make friends with your Data team • Take a deep breath…
Questions? • Thank you!! • wester@yu.edu • www.donorrelationsguru.com • Friend me on Facebook • Connect with me on LinkedIn • Follow me on Twitter @donorguru

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2013 acknowledgmentplanetphilanthropy

  • 1. There Has to Be a Better Way! Acknowledging and Thanking Our Donors Lynne M. Wester Planet Philanthropy 2013
  • 2. Road Map for Success • Basics of a program • How to re-level your leadership program • Best practices • How to speed up turnaround • Tips and tricks
  • 4. The Basics • Brevity • Clarity • Greetings and Salutations • Repeat Gifts
  • 5. Re Leveling Your Program PRES VP DOD CARD or FORM Who signs the letter??
  • 6. Numbers and Sense 350 or less 700 or less 1200 or less A gagillion!! How many should I write per calendar or fiscal year??
  • 7. Best Practices • 8-10 sentences • Receipt and Acknowledgment are NOT the same • Hand signed is best, no machines please • Acknowledgment Swaps
  • 9. Don’t let the process stall your message to donors! • How many times do you print a letter? • How many people NEED to see it? • What can YOU do to help? • Reoccurring gifts…
  • 12. Digital vs. Print • Thank in kind, let the medium speak
  • 14. Tips and Tricks • Contact reports are key to personal letters • Just remember to think as a problem solver when handling acknowledgments • Make friends with your Data team • Take a deep breath…
  • 15. Questions? • Thank you!! • wester@yu.edu • www.donorrelationsguru.com • Friend me on Facebook • Connect with me on LinkedIn • Follow me on Twitter @donorguru