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Donor Relations and Stewardship
Donor Relations and Stewardship
Donor Relations and Stewardship
Donor Relations and Stewardship
Donor Relations and Stewardship
Donor Relations and Stewardship
Donor Relations and Stewardship
Donor Relations and Stewardship
Donor Relations and Stewardship
Donor Relations and Stewardship
Donor Relations and Stewardship
Donor Relations and Stewardship
Donor Relations and Stewardship
Donor Relations and Stewardship
Donor Relations and Stewardship
Donor Relations and Stewardship
Donor Relations and Stewardship
Donor Relations and Stewardship
Donor Relations and Stewardship
Donor Relations and Stewardship
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Donor Relations and Stewardship

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Our donors rely on us to use their money effectively, efficiently and as promised. We are representatives of our organizations and those we serve. Donor relations and stewardship is all about …

Our donors rely on us to use their money effectively, efficiently and as promised. We are representatives of our organizations and those we serve. Donor relations and stewardship is all about delivering on what we promise, keeping donors informed (good news and bad) and engaging them with our organization. This session will discuss best practices in donor stewardship and what methods might work within your organization.

At the conclusion of this session, participants will know how to: Create a donor communication plan; including crisis communication, Effectively communicate with donors of all levels, Read, review and share annual report, 990's, organization budgets and investment policies, Cultivate a relationship with a donor that is based on donor needs and interests.

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  • 1. Presented by BarbaraTalisman www.3talisman.com www.talismantol.wordpress.com barbara.talisman@pursuantgroup.com 312.733.7520 DONOR RELATIONS & STEWARDSHIP
  • 2. BarbaraTalisman Barbara Talisman has more than 20 years of experience in fundraising and nonprofit consulting. As Vice President, serves as a strategic consultant to Ketchum and Pursuant Agency clients. Barbara brings her experience in fundraising, board development, executive coaching as well as facilitating workshops at conferences worldwide. Talisman clients include human service, healthcare, education, international affairs and arts organizations. Barbara started fundraising on the campaign trail and began her nonprofit fundraising with the American Heart Association and continued at the Anti-Defamation League. She is a well-known and well-respected industry leader with expertise that includes board and membership development, donor cultivation programs, major gift solicitation and grant writing, volunteer recruitment and corporate partnership. A social media early adopter, she demonstrates her talents and proficiency in online communication through her presence on, Twitter, an e-mail newsletter, and her blog, Talisman Thinking Out Loud. Barbara also has a radio show called Making a Difference, where she interviews nonprofit thought leaders who share how they are inspiring change and rising to meet challenges with solutions that effectively advance their causes. Barbara is an Association of Fundraising Professionals (AFP) certified Master Trainer. She speaks at industry conferences around the world and leads workshops on many fundraising and nonprofit topics. Barbara has written for influential industry publications including Fund Raising Management, Fundraising Success, Advancing Philanthropy, and Clout. A member of the AFP Chicago, Barbara was honored with the President's Award from the Chicago chapter for her outstanding service to the chapter and to the fundraising profession. Barbara holds a Bachelor's degree from Case Western Reserve University. She has continued her education through workshops and classes at ZingTrain, BoardSource, The Institute for Charitable Giving, Vanderbilt University, AFP regional and international conferences, and Indiana University School of Philanthropy.
  • 3. ROUTE MAP  Donor Centered Relationship  What is stewardship?  Who to “steward”?  How to “steward”? 3 Q & A throughout
  • 4. 4 DEFINITION OF “Donor relations and stewardship professionals support the development profession by recognizing and thanking donors in a fashion that will cultivate future giving to nonprofit organizations.”
  • 5. 5 DEFINITION COURTESY OF UC BERKELEY NANCY MCKINNEY  Donor Relations: The overall effort that enhances and advances the donor’s connection to the organization by strengthening association and providing relationship value  Stewardship: Activities that aid us in meeting the core responsibilities of accountability and communication with the donor
  • 6. Annual Gifts Email, letters, phone bank, social media Mass communication but personalized, PURLS, ask them to raise their hand. Major Gifts One-on-one communication, in person, with others, Receptions and special recognition opportunities Ultimate Gifts More involvement based on interests One on one, personalize, more time
  • 7. 7
  • 8. 8 AFTER THE GIFT  Acknowledgement  Recognition  Reporting
  • 9. 9 ACKNOWLEDGEMENT  Thank you letters  Gift receipts  Who thanks when?
  • 10. 10 RECOGNITION  Giving clubs  Annual Fund  Planned Giving  Major Giving  Endowments/Capital  Annual/Cumulative/Legacy  Cash v. Pledges
  • 11. 11 REPORTING  Transparency  How often?  Fiscal responsibility  Think investor relationship  More than annual reporting
  • 12. 12 COMMUNICATION  How often?  What kind?  When?  What method?  Based on donor needs, interest
  • 13. 13
  • 14. 14 ALL ABOUT THE DONOR  Ask them what they want?  Preferred method of communication  What are their interests so we talk to them about those interests  Surprise them
  • 15. Annual Gifts Email, letters, phone bank, social media Mass communication but personalized, PURLS, ask them to raise their hand. Major Gifts One-on-one communication, in person, with others, Receptions and special recognition opportunities Ultimate Gifts More involvement based on interests One on one, personalize, more time
  • 16. KEYS TO SUCCESS  Based on donor interests  Listening carefully  Deliver on promises  Appropriate recognition 16
  • 17. LIVE IT – EVERYDAY  Partner with donors or prospects  Thank you calls to donors  Site visits to organization events, programs  Personal notes  Ongoing 17
  • 18. 18
  • 19. JUST DO IT! If you can read this you are not visiting with donors! 19
  • 20. TO FIND OUT MORE…  312.733.7520  Email barbara.talisman@pursuantgroup.com  www.pursuantgroup.com  www.talismantol.wordpress.com  @BTalisman 20

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