LTA Donor Engagement Case Study
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Land Trust Alliance Donor Engagement Case Study
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LTA Donor Engagement Case Study
- 1. Land Trust Alliance Sarah McGraw Andy Weaver
- 3. Land Trust of Napa County (CA)
- 4. The Conservation Fund and its affiliate, Sustainable Conservation (VA)
- 5. Lake George Land Conservancy (NY)
- 6. Housatonic Valley Association (CT)
- 9. Fallingwater (Protected by Western Pennsylvania Conservancy)
- 11. Leadership Training 2,200 Board Members
- 15. of Acres under Conservation Easement Are Insured
- 18. American Chestnut Land Trust (MD)
- 19. Lake Forest Open Lands Association and its affiliate, Lake Forest Land Foundation (IL)
- 20. Block Island Conservancy (RI)
- 21. DJ Glisson (Firefly Imageworks)
- 22. Buzzards Bay Coalition and its affiliate, Acushnet River Reserve (MA)
- 23. Chattahoochee Valley Land Trust (GA)
- 24. Southeast Alaska Land Trust (AK)
- 25. DJ Glisson (Firefly Imageworks)
- 26. Eastern Shore Land Trust (MD)
- 27. Elkhorn Slough Foundation (CA)
- 28. French Creek Valley Conservancy (PA)
- 29. DJ Glisson (Firefly Imageworks)
- 30. Georgia Land Trust, Alabama Land Trust and Chattowah Open Land Trust (GA)
- 31. Northern Virginia Conservation Trust (VA)
- 32. Harding Land Trust (NJ)
- 33. DJ Glisson (Firefly Imageworks)
- 34. Hill Country Conservancy (TX)
- 36. Ice Age Trail Alliance (WI)
- 37. Kansas Land Trust (KS)
- 38. Land Conservancy of San Luis Obispo County (CA)
- 39. LandTrust for Central North Carolina (NC)
- 40. DJ Glisson (Firefly Imageworks)
- 41. Lemhi Regional Land Trust (ID)
- 42. The Solution • Create a user-friendly interface for gift officers and other staff • Provide tools to easily enter and track interactions with donors • Simplify reporting of donor and gift officer metrics for senior leadership • Utilize email notifications to integrate with other resources
- 43. Welcome Screen
- 44. Welcome Screen Chart your progress every time you use the system
- 45. Quickly Retrieve Contact Inforamtion
- 47. Customized Profile Page Customized fields we chose for tracking our progress
- 48. Customized Profile Page Access to even more details for staff that want more than the basics
- 49. Customized Profile Page Standard iMIS display of donor history
- 50. Customized Profile Page Customized search of tasks relating to gift cultivation
- 51. Easily Enter New Interactions with a Donor
- 52. Overview for Senior Leadership
- 53. Reports for Senior Leadership
- 54. Reports for Senior Leadership No surprise that our best fundraiser has the most Donor Contacts
- 55. Reports for Management and Leaders Note that this doesn’t have to be just for fundraising staff. Other staff can cultivate donors too
- 57. Mobile Interface
- 58. Hawaiian Islands Land Trust (HI)
Editor's Notes
- Note that we now have tracking both for annual gifts and for campaign gifts. (We are also in the early phases of a tracking system for our Advocacy team but that is on hold due in part to staff transitions.)
- Note that we now have tracking both for annual gifts and for campaign gifts. (We are also in the early phases of a tracking system for our Advocacy team but that is on hold due in part to staff transitions.)
- A quick search returns the basics
- Profile page customized for the donor. Big emphasis on the Tasks – Fundraising staff are expected to be in contact with donors multiple times throughout the year and to track those connections.
- Profile page customized for the donor. Big emphasis on the Tasks – Fundraising staff are expected to be in contact with donors multiple times throughout the year and to track those connections.
- Profile page customized for the donor. Big emphasis on the Tasks – Fundraising staff are expected to be in contact with donors multiple times throughout the year and to track those connections.
- Profile page customized for the donor. Big emphasis on the Tasks – Fundraising staff are expected to be in contact with donors multiple times throughout the year and to track those connections.
- Profile page customized for the donor. Big emphasis on the Tasks – Fundraising staff are expected to be in contact with donors multiple times throughout the year and to track those connections.
- Emails are sent out the next morning from tasks which were created the previous day.
- Emails are sent out the next morning from tasks which were created the previous day.