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Individual Stewardship Plans
Lynne M. Wester
@donorguru
The Setup is Key
• Who will manage the portfolio
• How will communication be
delivered?
• What are the basics?
• What is t...
Survey Says…
If you can have more than 25…
First Step…
Second Step
• Complete giving history
• Preferences, don’t step in it!
– Names
– Seating
– Flowers
– Children
– Ex- spouse...
Other Information to Include
• Looking Ahead
• Gift Agreement Requirements
• Most Recent Efforts
• Gleaning from contact r...
Strategic Habits
• Create a system that is invisible
• Good content wins the day
• Basic information/Donor Background
• Se...
The Promise…
Format?
• Checklist?
• Spreadsheet?
• Narrative?
• Calendar?
• Form?
The Right Fit
• Ensuring Seamless Delivery
• Under promise/Over deliver
• How many is manageable?
• Who helps?
• How to im...
Questions? Comments
• Lynne Wester
• lynne@donorrelationsguru.com
• www.donorrelationsguru.com
• Friend me on Facebook
• F...
2015 naydo individualstewardship
2015 naydo individualstewardship
2015 naydo individualstewardship
2015 naydo individualstewardship
2015 naydo individualstewardship
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Top donor and custom plans for stewardship of top donor gifts to a nonprofit

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2015 naydo individualstewardship

  1. 1. Individual Stewardship Plans Lynne M. Wester @donorguru
  2. 2. The Setup is Key • Who will manage the portfolio • How will communication be delivered? • What are the basics? • What is the ROI of the effort?
  3. 3. Survey Says…
  4. 4. If you can have more than 25…
  5. 5. First Step…
  6. 6. Second Step • Complete giving history • Preferences, don’t step in it! – Names – Seating – Flowers – Children – Ex- spouses • Event information
  7. 7. Other Information to Include • Looking Ahead • Gift Agreement Requirements • Most Recent Efforts • Gleaning from contact reports • Important Dates and Names – Birthday – Anniversary
  8. 8. Strategic Habits • Create a system that is invisible • Good content wins the day • Basic information/Donor Background • Set a goal and a time limit • Action Planning • Build a routine and measure success
  9. 9. The Promise…
  10. 10. Format? • Checklist? • Spreadsheet? • Narrative? • Calendar? • Form?
  11. 11. The Right Fit • Ensuring Seamless Delivery • Under promise/Over deliver • How many is manageable? • Who helps? • How to implement
  12. 12. Questions? Comments • Lynne Wester • lynne@donorrelationsguru.com • www.donorrelationsguru.com • Friend me on Facebook • Follow me on Twitter @donorguru

Top donor and custom plans for stewardship of top donor gifts to a nonprofit

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