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Golden rule of good stewardship

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Golden rule of good stewardship

  1. 1. Nonprofit 911: The Golden Rule of Good Stewardship: Mid‐Year Cultivation Opportunities That Deliver With Amanda Myers and Rachel Muir  Audio for this event will be available beginning at 1 pm ET  via your PC speakers or headphones If you are unable to listen to your PC audio, please close the Audio Broadcast panel and click the  Request button below the participant panel  to get dial‐in info.
  2. 2. About Network for GoodUpcoming Trainings: Nonprofit911.orgNetworkForGood.org – for Nonprofits DonateNow EmailNow EventsNow CommonGround888.284.7978 x1Fundraising123@networkforgood.org www.Nonprofit911.org
  3. 3. Today’s SpeakersAmanda  Rachel Myers Muir www.Nonprofit911.org
  4. 4. ©2010 Convio, Inc. | Page 4
  5. 5. ©2010 Convio, Inc. | Page 5
  6. 6. A Few Logistics• Attendees will get copies of the slides• Ask a question any time via the onscreen Q&A chat box• This session is being recorded Stay Tuned win a 1:1 consultation with the guest speaker for your very own cultivation event (drawing during wrap-up & must be present to win)©2010 Convio, Inc. | Page 6
  7. 7. Presenters Rachel Muir Amanda Myers Program Manager, Product Marketing Convio Go! Program Manager at Convio & Founder of Girlstart©2010 Convio, Inc. | Page 7
  8. 8. Agenda• The Art of Appreciation 3 Things Every Donor Expects• Stewardship Plans That Work Sample Plan Timing Considerations Mid-Year Cultivation Events that Deliver o “Stump-the-Speaker” Challenge o Live Drawing!• Q&A©2010 Convio, Inc. | Page 8
  9. 9. 3 Things Every Donor Expects1. Prompt, accurate, sincere appreciation for the gift©2010 Convio, Inc. | Page 9
  10. 10. 3 Things Every Donor Expects1. Prompt, accurate, sincere appreciation for the gift2. Confirmation that the organization will use the gift as the donor intended©2010 Convio, Inc. | Page 10
  11. 11. 3 Things Every Donor Expects1. Prompt, accurate, sincere appreciation for the gift2. Confirmation that the organization will use the gift as the donor intended3. Measurable results on how the gift was used©2010 Convio, Inc. | Page 11
  12. 12. 3 Things Example©2010 Convio, Inc. | Page 12
  13. 13. Upside of AppreciationGood stewardship makes fundraising cost lessCost to raise a dollar:• 20¢ to renew• ≥$1.00 to acquire©2010 Convio, Inc. | Page 13
  14. 14. Downside of Appreciation With ways to give proliferating, more & more gifts are falling through the cracks, leaving donors unthanked Common cracks that gifts can fall through Facebook Causes lump check “Additional gift” w/ purchase Mortgage-broker “share” plan Employer-matched gift Credit card points donation Community-driven events Cash collected by volunteer In-kind services, etc. Tip: Visit networkforgoodcheck.org to view donor contact information for gifts that were processed through Network for Good.©2010 Convio, Inc. | Page 14
  15. 15. Stewardship Plans that Work Let No Gift Be Un-Thanked or “Under-Thanked”©2010 Convio, Inc. | Page 15
  16. 16. $1 $250 $500 $1,000 Recognition/Cultivation Timeline - - - - Action Step $249 $499 $999 $2,499Thank You Letter, Signed by ED Within 24 hours X X X Print Letter for ED Xwith Tax Info (On Letterhead) to SignHandwritten Thank You Note with 48 hours X X X X Provide CardPet PhotoPhone Call from ED or 48 hours X X Provide Number XDevelopment DirectorNote from Furry Friends Board 2 weeks X X Send Board ChairChair Info, CardCall from Furry Friends Board Within 2 weeks X Provide NumberMemberMission Moment: Invitation to As Appropriate Send Invite XTour Shelter, Mobile Spay/NeuterClinic, etc.Note from Volunteer Shelter 2 months Identify, Give XWorker, Veterinarian, Adopter, StationeryetcHoliday Cards Send in Put Together X X X X November Mailing List Every YearDonor Listing in “The Scoop” Annual X X X XAnnual Report©2010 Convio, Inc. | Page 16Invite to “Wag and Purr” Annual X X X X Plan, OrganizeDonor Appreciation Event
  17. 17. $1 $250 $500 $1,000 Recognition/Cultivation Timeline - - - - Action Step $249 $499 $999 $2,499Thank You Letter, Signed by ED Within 24 hours X X X Print Letter for ED Xwith Tax Info (On Letterhead) to SignHandwritten Thank You Note with 48 hours X X X X Provide CardPet PhotoPhone Call from ED or 48 hours X X Provide Number XDevelopment DirectorNote from Furry Friends Board 2 weeks X X Send Board ChairChair Info, CardCall from Furry Friends Board Within 2 weeks X Provide NumberMemberMission Moment: Invitation to As Appropriate Today’s Send InviteTour Shelter, Mobile Spay/Neuter focusClinic, etc.Note from Volunteer Shelter 2 months Identify, Give XWorker, Veterinarian, Adopter, StationeryetcHoliday Cards Send in Put Together X X X X November Mailing List Every YearDonor Listing in “The Scoop” Annual X X X XAnnual Report©2010 Convio, Inc. | Page 17Invite to “Wag and Purr” Annual X X X X Plan, OrganizeDonor Appreciation Event
  18. 18. Timing Considerations• Technology can help©2010 Convio, Inc. | Page 18
  19. 19. Timing Considerations• Technology can help©2010 Convio, Inc. | Page 19
  20. 20. High-Value Volunteering Mid-Year Cultivation Events That Deliver©2010 Convio, Inc. | Page 20
  21. 21. A Great Example©2010 Convio, Inc. | Page 21
  22. 22. • Submit your org’s name and mission in your chat box.• We’ll recommend High-Value Volunteering event concepts for 3 groups at the end of this session.• Submit your org now!©2010 Convio, Inc. | Page 22
  23. 23. Planning Your Event• Who? Donors©2010 Convio, Inc. | Page 23
  24. 24. Planning• Who? Donors Prospects ©2010 Convio, Inc. | Page 24
  25. 25. Planning Your Event• Who? Donors Prospects©2010 Convio, Inc. | Page 25
  26. 26. Planning Your Event• Who?• What?©2010 Convio, Inc. | Page 26
  27. 27. Planning Your Event• Who?• What?©2010 Convio, Inc. | Page 27
  28. 28. Planning Your Event• Who?• What?©2010 Convio, Inc. | Page 28
  29. 29. Planning Your Event• Who?• What?• Where/When?©2010 Convio, Inc. | Page 29
  30. 30. Planning Your Event• Who?• What?• Where?• How? Technology can help ©2010 Convio, Inc. | Page 30
  31. 31. What did she come up with?©2010 Convio, Inc. | Page 31
  32. 32. Q&A Ask Rachel©2010 Convio, Inc. | Page 32
  33. 33. 2 Quick Polls Then the 1:1 consultation winner…©2010 Convio, Inc. | Page 33
  34. 34. WINNER! Free 1:1 Consultation re: your cultivation event plan©2010 Convio, Inc. | Page 34
  35. 35. Thank you!Learn more• Reach out: info@convio.com or 1.888.528.9501• Attend a Common Ground product tour  Wednesday, 6/29 @ 3 Eastern / 2 Central / 12 Pacific  Register at convio.com/commonground• Or browse the video library @ convio.com/cgvideos©2010 Convio, Inc. | Page 35
  36. 36. Nonprofit911.org Join us for our next webinar on August 9:Planning and Executing Your Next Big Event

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