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

1. Strategic Stewardship
Anne Manner-McLarty
President and Lead Consultant

2. Stewardship

3. Donor Relations

4. Donor Retention

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. Acknowledgement
Four key responsibilities of
Donor Relations and Stewardship:

7. Recognition
Four key responsibilities of
Donor Relations and Stewardship:

8. Reporting
Four key responsibilities of
Donor Relations and Stewardship:

9. Engagement
Four key responsibilities of
Donor Relations and Stewardship:

10. Internal Education
Areas of improvement:

11. Shared Knowledge
Areas of improvement:

12. Rethink Traditions
Areas of improvement:

13. Internal Audit
Donor Relations and Stewardship
Planning Process :

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. Intangible
Program Design
Donor Relations and Stewardship
Planning Process :

18. Tangible
Program Design
Donor Relations and Stewardship
Planning Process :

24. Predictability
Efficiency
Cost-effectiveness
Benefits:

28. Plaques Matter!
Anne Manner-McLarty
President and Lead Consultant