Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Strategic Stewardship

171 views

Published on

This presentation covers the basic tools for donor relations and stewardship professionals to use when creating a strategic stewardship plan.

Published in: Education
  • Be the first to comment

  • Be the first to like this

Strategic Stewardship

  1. 1. Strategic Stewardship Anne Manner-McLarty President and Lead Consultant
  2. 2. Stewardship
  3. 3. Donor Relations
  4. 4. Donor Retention
  5. 5. The donor contributes financially at least annually, is engaged in the mission of the organization and speaks positively about the organization in the community What we expect from a well-stewarded donor:
  6. 6. Acknowledgement Four key responsibilities of Donor Relations and Stewardship:
  7. 7. Recognition Four key responsibilities of Donor Relations and Stewardship:
  8. 8. Reporting Four key responsibilities of Donor Relations and Stewardship:
  9. 9. Engagement Four key responsibilities of Donor Relations and Stewardship:
  10. 10. Internal Education Areas of improvement:
  11. 11. Shared Knowledge Areas of improvement:
  12. 12. Rethink Traditions Areas of improvement:
  13. 13. Internal Audit Donor Relations and Stewardship Planning Process :
  14. 14. •  Organizational chart with job descriptions •  Bylaws, policies and procedures •  Gift regulations , especially for naming opportunities •  Gift agreement templates and review and approval plan •  Stewardship activities matrix with timelines and assignments •  Recognition product standards •  Communication protocol with examples •  Donor lists ready for publication •  Gift pyramids (target and actual) •  Donor Bill of Rights Donor Relations and Stewardship Plan Basic Tools:
  15. 15. Intangible Program Design Donor Relations and Stewardship Planning Process :
  16. 16. Tangible Program Design Donor Relations and Stewardship Planning Process :
  17. 17. Predictability Efficiency Cost-effectiveness Benefits:
  18. 18. Plaques Matter! Anne Manner-McLarty President and Lead Consultant

×