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Major Donor Stewardship – Strategies That Build Lasting Relationships With Your Most Significant Givers

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Bloomerang
Bloomerang

https://bloomerang.co/resources/webinars/ Valerie Harris will focus on what is required when you commit to attracting and maintaining major donors, understanding how major donors think, and how to optimize your communications for this important donor segment.

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Building Lasting Relationships with Your Most Significant Givers MAJOR DONOR LOVE presented by VALERIE HARRIS
TBC • 2020 MAJOR DONORS = MOST SIGNIFICANT GIVERS Mid-size and Large Orgs Know... Small Orgs and Start-ups Fear...... EVERYBODY Desires Major Donors! www.vharrisprojects.com vharris@vharrisprojects.com
www.vharrisprojects.com vharris@vharrisprojects.com WHO IS A MAJOR DONOR?
TBC • 2020 The Major Donor Mindset 4 Commitments You Must Make for Your Major Donor Program to Succeed Why You Need A Major Donor Society Engaging Major Donors Beyond "Please" and "Thank You!" TODAY'S PRESENTATION www.vharrisprojects.com vharris@vharrisprojects.com
TBC • 2020 THE MAJOR DONOR MINDSET: THEIRS.... • Seeks connection • Wants to see impact • Wants to engage • Entrepreneurial • Metrics-driven www.vharrisprojects.com vharris@vharrisprojects.com
TBC • 2020 www.vharrisprojects.com vharris@vharrisprojects.com FOR MAJOR DONOR PROGRAM SUCCESS........ • A Donor Data Management System • A Commitment to Professional Development Training • A Donor Communications Strategy
WRITING TO DONORS An online professional training specifically designed for fundraising managers and writers. Includes Workbook The "Thank You" and More https://www.vharrisprojects.com/writing-to-donors
TBC • 2020 www.vharrisprojects.com vharris@vharrisprojects.com FOR MAJOR DONOR PROGRAM SUCCESS........ • A Donor Data Management System • A Commitment to Professional Development Training • A Donor Communications Strategy
TBC • 2020 • Prospect Research • Relationship Building • Fundraising in Person • Consistent, Personalized Donor Communications www.vharrisprojects.com vharris@vharrisprojects.com THE MAJOR DONOR MINDSET YOURS....
• Key Factors • Do Your Homework • Use Your Existing Network • Leverage Your Board TBC • 2020 www.vharrisprojects.com vharris@vharrisprojects.com • PROSPECT RESEARCH
TBC • 2020 Youth Services 36.4% College Prep 27.3% Adult Education 18.2% Community Workshops 9.1% Job Placement 9.1% www.vharrisprojects.com vharris@vharrisprojects.com COMMUNICATE YOUR VALUE
TBC • 2020 www.vharrisprojects.com vharris@vharrisprojects.com 2. RELATIONSHIP BUILDING • Schedule an Introductory Meeting • Invite Prospects to Meet with Leadership
TBC • 2020 www.vharrisprojects.com vharris@vharrisprojects.com RELATIONSHIP BUILDING • Invite Prospects to a VIP Event • Provide an Office Tour
TBC • 2020 www.vharrisprojects.com vharris@vharrisprojects.com • Get the Training Needed • Be Prepared • Take the Team • Follow-Up! 3. Face to Face Fundraising
TBC • 2020 • Acknowledges Donor as More Than $$ • Deepens the Relationship • Makes Fundraising Easier! 4. CONSISTENT, PERSONALIZED COMMUNICATIONS https://www.vharrisprojects.com/getpersonal-ebook
TBC • 2020 WHY YOU NEED A MAJOR DONOR SOCIETY www.vharrisprojects.com vharris@vharrisprojects.com
TBC • 2020 www.vharrisprojects.com vharris@vharrisprojects.com • Encourages Gifts of a Certain Amount • Inclusion and Exclusivity THE MAJOR DONOR SOCIETY
TBC • 2020 www.vharrisprojects.com vharris@vharrisprojects.com THE MAJOR DONOR SOCIETY An Excellent Opportunity for Stewardship
TBC • 2020 www.vharrisprojects.com vharris@vharrisprojects.com www.vharrisprojects.com vharris@vharrisprojects.com GIVE THEM OPTIONS • How often do they want to hear from you? • What information do they want ? • How do they want to receive it?
TBC • 2020 www.vharrisprojects.com vharris@vharrisprojects.com BEYOND "PLEASE" AND "THANK YOU!"
TBC • 2020 www.vharrisprojects.com vharris@vharrisprojects.com STAY IN TOUCH! Congratulations! "We would welcome your participation..."
"Ummm... what to say... how to say it...." https://www.vharrisprojects.com/leaders&letters-workbook
How You'll Know Its Working... • Stagnant? Increasing? Decreasing? • Upgrade in giving level by current donors? • New board members? • New volunteers? • "How can I help?" • Emails, phone calls, requests to be featured • Events attendance • Personalized communications TBC • 2020 Giving Service Response www.vharrisprojects.com vharris@vharrisprojects.com
BUILDING Lasting Relationships with Your Most Significant Givers MAJOR DONOR LOVE vharris@vharrisprojects.com https://www.vharrisprojects.com/leaders&letters-workbook https://www.vharrisprojects.com/getpersonal-ebook https://www.vharrisprojects.com/writing-to-donors

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Major Donor Stewardship – Strategies That Build Lasting Relationships With Your Most Significant Givers

  • 2. TBC • 2020 MAJOR DONORS = MOST SIGNIFICANT GIVERS Mid-size and Large Orgs Know... Small Orgs and Start-ups Fear...... EVERYBODY Desires Major Donors! www.vharrisprojects.com vharris@vharrisprojects.com
  • 4. TBC • 2020 The Major Donor Mindset 4 Commitments You Must Make for Your Major Donor Program to Succeed Why You Need A Major Donor Society Engaging Major Donors Beyond "Please" and "Thank You!" TODAY'S PRESENTATION www.vharrisprojects.com vharris@vharrisprojects.com
  • 5. TBC • 2020 THE MAJOR DONOR MINDSET: THEIRS.... • Seeks connection • Wants to see impact • Wants to engage • Entrepreneurial • Metrics-driven www.vharrisprojects.com vharris@vharrisprojects.com
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  • 8. TBC • 2020 www.vharrisprojects.com vharris@vharrisprojects.com FOR MAJOR DONOR PROGRAM SUCCESS........ • A Donor Data Management System • A Commitment to Professional Development Training • A Donor Communications Strategy
  • 9. TBC • 2020 • Prospect Research • Relationship Building • Fundraising in Person • Consistent, Personalized Donor Communications www.vharrisprojects.com vharris@vharrisprojects.com THE MAJOR DONOR MINDSET YOURS....
  • 10. • Key Factors • Do Your Homework • Use Your Existing Network • Leverage Your Board TBC • 2020 www.vharrisprojects.com vharris@vharrisprojects.com • PROSPECT RESEARCH
  • 11. TBC • 2020 Youth Services 36.4% College Prep 27.3% Adult Education 18.2% Community Workshops 9.1% Job Placement 9.1% www.vharrisprojects.com vharris@vharrisprojects.com COMMUNICATE YOUR VALUE
  • 12. TBC • 2020 www.vharrisprojects.com vharris@vharrisprojects.com 2. RELATIONSHIP BUILDING • Schedule an Introductory Meeting • Invite Prospects to Meet with Leadership
  • 13. TBC • 2020 www.vharrisprojects.com vharris@vharrisprojects.com RELATIONSHIP BUILDING • Invite Prospects to a VIP Event • Provide an Office Tour
  • 14. TBC • 2020 www.vharrisprojects.com vharris@vharrisprojects.com • Get the Training Needed • Be Prepared • Take the Team • Follow-Up! 3. Face to Face Fundraising
  • 15. TBC • 2020 • Acknowledges Donor as More Than $$ • Deepens the Relationship • Makes Fundraising Easier! 4. CONSISTENT, PERSONALIZED COMMUNICATIONS https://www.vharrisprojects.com/getpersonal-ebook
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  • 17. TBC • 2020 www.vharrisprojects.com vharris@vharrisprojects.com • Encourages Gifts of a Certain Amount • Inclusion and Exclusivity THE MAJOR DONOR SOCIETY
  • 18. TBC • 2020 www.vharrisprojects.com vharris@vharrisprojects.com THE MAJOR DONOR SOCIETY An Excellent Opportunity for Stewardship
  • 19. TBC • 2020 www.vharrisprojects.com vharris@vharrisprojects.com www.vharrisprojects.com vharris@vharrisprojects.com GIVE THEM OPTIONS • How often do they want to hear from you? • What information do they want ? • How do they want to receive it?
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  • 24. BUILDING Lasting Relationships with Your Most Significant Givers MAJOR DONOR LOVE vharris@vharrisprojects.com https://www.vharrisprojects.com/leaders&letters-workbook https://www.vharrisprojects.com/getpersonal-ebook https://www.vharrisprojects.com/writing-to-donors