2012 sedrcmidlevel
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The document discusses strategies for developing mid-level donor stewardship programs. It outlines analyzing the current donor landscape, identifying potential mid-level donors and their interests, developing tailored stewardship strategies, establishing metrics for success, and creating accountability. The strategies should be donor intelligence driven, integrated across channels, personalized yet high-tech. Examples of implementation plans and tactics are also provided.
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This document discusses strategies for developing mid-level donor stewardship programs. It notes that traditional fundraising focuses on annual gifts and major gifts, leaving a "giving gap" for mid-level donors. An effective mid-level strategy uses donor intelligence from both passive and active data to understand donor interests and determine tailored engagement approaches. It also outlines key steps like analyzing the current situation, identifying potential mid-level donors, developing tailored strategies, establishing metrics and timelines, and creating accountability. The strategy should be donor-centric, data-driven, and integrated across channels to build long-term donor relationships.
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What donors actually want from you
What factors signal a likelihood that a donor will give to your organization
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How to get to know the donors you already have (and why you should want to)
What donors actually want from you
What factors signal a likelihood that a donor will give to your organization
How to find prospective donors that are right under your noses
How to leverage current donors to acquire new donors
Strategies for re-activating lapsed donors
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This document provides an overview and agenda for a training session on fundraising calls for the Annual Fund at NJIT. The summary includes:
1. The training covers icebreakers, maintaining donor relationships, asking effective questions, gaining communication skills, and learning call policies and procedures.
2. Trainees are taught to build relationships with alumni, keep them informed about campus updates, and respectfully ask for pledges or gifts in a personalized manner.
3. The session provides guidance on handling different call scenarios, overcoming objections, and properly processing pledges made during calls.
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Dave Tinker, CFRE's slides for presentation on how Arc chapter leaders can start up a major gifts and planned giving program.
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Donor Relations and Campaigns
The document discusses donor relations after a fundraising campaign. It recommends developing a donor relations plan that assesses current programs, standardizes recognition levels, and secures funding. The plan should retain donors during each campaign phase through appropriate activities like impact reports, tours, and meetings. Finally, the document stresses evaluating efforts and planning for the next campaign to maintain momentum with donors over time.
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View the recording for this webinar online at: https://www.blackbaud.com.au/notforprofit-events/webinars/past
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The document discusses how non-profits can improve their annual reports by transitioning them into impact reports that tell their organization's story. It recommends focusing on donors by crediting them and including their stories, using compelling narratives and imagery while protecting privacy. An impact report should highlight the organization's mission and values through interactive elements, statistics, and photos that showcase the people and communities helped throughout the year. Benchmarking other effective reports can help with formatting and determining the right timing to provide shareholders and supporters with information on the organization's activities and financial performance for the preceding year.
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This document provides best practices for donor relations, including acknowledging, recognizing, and stewarding donors through various communications and events. It suggests considering more innovative approaches and how other organizations engage donors. Specific tactics are outlined, such as using a calendar approach to maintain regular donor contact through the year with acknowledgments, invitations, and impact reports delivered by different channels including mail, email, and social media. The importance of recognizing both new and loyal donors is emphasized.
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The document discusses strategies for engaging annual donors through stewardship techniques. It notes that annual donors are important despite small gifts as they contribute to grants, rankings, and retention percentages. Retaining 10% more first-time donors could significantly increase donations and the donor pipeline. While some donors currently only receive automated receipts, the document suggests segmenting donors and providing more personalized touches like impact reports and special gifts to show appreciation and encourage enduring relationships.
Casedrinnovation
The document discusses innovation in donor relations programs. It defines innovation as challenging conventional wisdom to move programs forward. The document outlines four aspects of innovation: the driver, strategy, implementation, and assessment. It provides tips for success with innovation, including having an escape plan if implementation fails and analyzing risks and benefits. The document advocates embracing failure as feedback and encouraging creative experiments and autonomy to lessen fear of innovation. It suggests applying innovation to donor relations through questioning current practices and exploring what others are doing.
2013 snycuad diving for data in donor relations
The document summarizes the results of a survey of 915 respondents in the donor relations profession. 553 of the respondents were from higher education. The survey shows there is a need and desire within the profession for relevant information on donor relations, a need that has never been filled until this study. It concludes by thanking the reader and providing contact information for Lynne Wester, who conducted the survey.
2013 sedrc pulse
This document summarizes the results of a survey of 915 donor relations professionals. It finds that over 60% work in higher education, with most having 1-2 staff members in donor relations. The majority have 5+ years of experience and would like to remain in the donor relations field. Respondents' organizations most commonly produce annual financial reports, have gift societies, and are responsible for 1-5 events per year. However, over half do not have a strategic donor relations plan or formal donor survey process.
2013 blanketplanetphilanthropy
The document discusses strategies for donor retention and recognition through donor relations efforts. It provides examples from Yeshiva University, which increased its donor retention rate from 48% to 72% through concentrated donor relations. Some strategies discussed include analyzing donor data to segment donors into different levels, creating a calendar of personalized touches like thank you notes and invitations, producing impact reports and videos, organizing events like a "Thank a Donor Week", and ensuring an updated donor-focused website. The goal is to better serve donors and find innovative ways to engage and retain both high-level and smaller donors through continuous communication and recognition.
2013 ymcanc writing
This document discusses effective communication strategies for development, highlighting the power of storytelling to inspire donors. It recommends writing in a imaginative and courageous way that will captivate audiences by packaging messages superbly. The document also touches on basics like brevity and clarity in writing, and provides an example of a storytelling exercise where participants take on donor roles. It concludes by inviting questions and providing contact details for the author.
Case2 places
The document provides practical career advice for those in development careers. It outlines Lynne Wester's presentation which covers exploring potential positions and communicating goals, websites to search for jobs, the role of recruiters in finding opportunities, and tips for developing a task-oriented resume, networking, informational interviews, and marketing oneself on platforms like LinkedIn to advance one's development career.
2013 afpjax writingfordevelopment
This document discusses effective writing techniques for development, including the power of storytelling to inspire donors. It emphasizes brevity, clarity, and focusing communications on the recipient rather than the organization. The document also encourages crafting imaginative stories that introduce new perspectives and presents sample exercises for writing donor communications that tell compelling stories about how donations are used to help others.
2012 ai dallasintegrating social media into your effort[1]
This document provides guidance on integrating social media into fundraising efforts. It outlines key steps including self-reflection to define goals and audiences, creating a social media plan addressing multiple platforms, and bringing the various elements together into an integrated strategy. Tips are provided on social media tools like Facebook, Twitter, YouTube, and Foursquare and how to use them for donor engagement, campaign promotion, and measuring success. Staffing models for managing social media are also briefly discussed.
2013 naydo stewardship & donor relations
This document discusses best practices for donor stewardship and relations. It emphasizes the importance of sincerely thanking donors, deepening their understanding and commitment to the organization's mission, providing recognition donors value, inspiring higher levels of giving, and fostering a culture of philanthropy. Effective stewardship relies on analyzing donor data to develop tailored strategies and communications for different donor segments. The presentation provides examples of recognition programs and emphasizes telling compelling stories to attract unrestricted donations.
Refueling and retooling your special events
The document discusses how to use technology to modernize events for the 21st century. It recommends designing events that make guests feel like an essential part of the organization's vision by balancing tradition with new approaches and intimate moments with a global perspective. It suggests taking risks, repurposing materials like favors and flowers, engaging students, eliminating printed materials, changing invitations, and focusing on the attendee experience and follow up. The presentation encourages questions and comments and provides contact information for the presenter.
2013 afpjax event retooling
The document discusses how to modernize special events for the 21st century by using technology. It suggests balancing old and new elements to engage guests and make them feel like an essential part of the event. Rather than replicating what others are doing, the document advocates taking risks and repurposing materials like decorations. It also recommends eliminating printed materials, changing how attendees are invited, focusing on the attendee experience, and following up after the event.
2013 afpsa paradigm
The document discusses the need for innovation and risk-taking in nonprofit communications and donor relations. It advocates moving past conventional wisdom to challenge norms and spreadsheets that only look different. The key is blending creativity and implementation to achieve true innovation. While failure is possible, quoting Bear Bryant, successes should be shared by all involved. The document calls for more imaginative, courageous, powerful, emotional and phenomenal communications that captivate donors rather than repetitive messages. It encourages connecting with the speaker to discuss new approaches.
Dr best practices2010 lmw
The document discusses best practices for donor relations based on work by the Association of Donor Relations Professionals. It describes donor relations as ensuring positive donor experiences to foster long-term engagement and investment. Key areas discussed include gift acceptance, acknowledgement, recognition, stewardship and reporting. The initiative developed recommendations in these areas through a collaborative process to define best practices.
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What does the future hold for nonprofits and fundraising? It seems like every day new technology and innovations emerge, and it can be difficult for even the most savvy fundraiser to keep up. Join us for an interactive discussion about what's new, different, and what hasn't changed in the world of nonprofit fundraising. Discover the implications of new tools, trends, and innovations that help nonprofits work smarter, not harder.
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More from Lynne Wester
Oh the Places You'll Go! Practical Advice on the Development Career Journey
Today, the field of development is in many ways a very different place, with greater value being placed on graduate education, innate skills, applied technology and sound donor relations skills. Given this increasingly professionalized and competitive environment, what are the prospects for those who wish to move within the development field? What development specific information does one need to know that isn't always covered by the job search websites and books?
This workshop will focus on career exploration and job search strategies such as informational interviewing, networking, and conveying one's professional self. This workshop is designed for individuals considering a career change or progression in development, current professionals interested in enhancing their knowledge base, and administrators who wish to understand the experiences and perspectives of potential future staff.
Creative Thank Yous and Cultivating an Attitude of Gratitude
Most nonprofits are leaking donors like crazy. They acquire; they don’t retain. On average folks lose 8 out of 10 donors after the first gift. While donors want to change the world with their gifts, most want something else too. It’s intangible, but it’s important. And if you won’t give it to them, someone else will. The important social acknowledgement and identity reinforcement that comes from a heartfelt, thoughtful thank you cannot be underestimated. Truly, how and when you thank your donors can make or break your entire fundraising program.
Social Media and Donor Relations, a Strategy for Success
The document provides guidance on using social media for donor relations. It recommends listening to donors on social media platforms like Facebook before responding to understand their interests and concerns. The document also stresses the importance of calendar reminders to engage donors through social media by marking important dates.
When I'm Dead and Gone: Planned Giving Stewardship
Ideally, you should engage legacy donors even before they've made their gift commitment. Building an intentional bond with deferred giving donors improves your chances of receiving more support now, as well as the potential for increased legacy gifts. Learn how to develop a simple, yet strategic donor relations program for your planned giving donors that will build a lasting relationship now that will lead to greater support in the future.
Eat, Pray, Give: An Exploration of Generosity
The Dalai Lama said, "Once a year, go someplace you've never been before." The donor guru lives by that very directive. Join Lynne as she tours you through a world of culture and custom. See how gratitude and giving manifest globally. Here we will discuss cultural mores and work to understand the expanding world is flat phenomenon of global giving. From Italy, Singapore, Bali, Israel and more, take a journey into the heart of generosity.
How to be Like Martin Scorsese
You don’t need a big budget and Leonardo DiCaprio to make a good video. In today’s media age, people are more likely to watch a video than they are to read a communication. While some development shops are leading the charge with full-time on-staff videographers, unfortunately too many are underutilizing this effective communication vehicle. In this practical session Lynne shares video samples and discusses how to personalize video for target audiences using inexpensive and easy-to-learn tools of the trade.
Telling the Untold Story of Unrestricted Impact
So many of us do a great job telling the impact of scholarship funds on our organizations. We tell sweeping stories of the impact of a new building. But how do we tell the story of unrestricted or annual fund donors, those which we know are the most important but whose gifts we don’t steward well. Regardless of gift size, today’s annual fund donors expect more than a gift receipt acknowledging their contribution. Donors are looking to see the impact their philanthropy, and including the collective resources of the annual fund, are having on the institution. As we recognize that retaining donors is essential for long-term success, creating robust stewardship programs for your annual fund gifts across all levels is mission critical. In this session, we will explore the various messages and channels that have proven to be effective stewardship as we work to keep these donors engaged.
Building the Donor Pipeline
This document provides contact information for Lynne Wester, a donor relations expert, and encourages connecting with her on LinkedIn and Twitter to learn about building a donor pipeline. It lists Lynne Wester's email and website and the name of her LinkedIn group for further engagement on the topic of donor relations.
Donor Retention Isn't Speed Dating
The concept behind speed dating is to meet as many people as possible as quickly as possible—and 99% of them you’ll never see again. Actually, that’s not too far off from the statistic that 80% of donors never make a second gift. So what can you do to develop a successful donor relations program, what works and what doesn’t, and how can you improve your retention rate? Learn how to form a lasting relationship with your donors.
2015 tthsctechnology
This document provides recommendations for various technology tools to help manage tasks related to donor relations. It lists apps and services for note taking, calendars, travel tracking, email integration, mapping, transportation, document editing, signing agreements, contact management, email testing, video creation, dictation, thank you letters, task management, team projects, event space mapping, social media marketing, check-in, presentations, live streaming, video conferencing, last minute travel accommodations, and expense reports. The document concludes by mentioning some other tools currently being tested.
2015 ymc afundraisingtampa
The document provides guidance on understanding the fundraising landscape and making effective fundraising appeals. It advises understanding your environment and connecting with donors based on shared values. The CRAM method is presented for fundraising appeals, which involves connecting with an audience's values, rewarding donors, asking for a specific action, and making the appeal memorable. The best fundraising volunteers help enable sustained fundraising success over time.
2015 rnl pledgereminders
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2015 drgwhitworthinboxzero
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2015 tthsc4pillars
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2015 ucfafp annualimpact
This document provides tips for transforming an annual donor report into an impact report that tells your organization's story in an engaging way. It recommends including interactive elements, highlighting a case study, using photos and stories of the people helped, and giving donors credit for the impact by placing them at the center of the report. The goal is to move beyond dry financial data and instead focus on how donor contributions created meaningful change through the organization's work over the past year.
2015 widma architecture
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Drg2015 pipeline
Building a strong donor pipeline requires identifying new potential donors beyond current supporters. While current donors are important, expanding the pool of potential donors is necessary for sustained fundraising success over time. New prospects must be found and cultivated through research and outreach to grow a robust donor base.
2015 winthropannual
This document provides guidance for donor relations for annual giving donors. It emphasizes treating donors as individuals rather than transactions, and stresses the importance of using imaginative communications to inspire donors. It also lists several reports that are important to have to understand donor behavior and retention, such as giving history, lapsed donors, and increases in donations over time. The overall message is to focus on the donor experience rather than just acquiring donations.
2015 ymcagratitude
Gratitude is an important part of organizational culture that can help nonprofits. Nonprofits should express gratitude to donors regularly through personal notes, thank you calls, and impact reports. Building a culture of gratitude helps nonprofits retain donors and raise more support over time.
2015 afpnnegretention
This document discusses the importance of donor retention and relationship building rather than focusing solely on transactions. It recommends having specific reports on donor giving patterns, retention, and lapsed donors in order to make informed decisions. The document stresses using more imaginative communications to inspire and engage donors through brilliant writing, packaging, and presentation.
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This slide deck presents DLHT, a concurrent in-memory hashtable. Despite efforts to optimize hashtables, that go as far as sacrificing core functionality, state-of-the-art designs still incur multiple memory accesses per request and block request processing in three cases. First, most hashtables block while waiting for data to be retrieved from memory. Second, open-addressing designs, which represent the current state-of-the-art, either cannot free index slots on deletes or must block all requests to do so. Third, index resizes block every request until all objects are copied to the new index. Defying folklore wisdom, DLHT forgoes open-addressing and adopts a fully-featured and memory-aware closed-addressing design based on bounded cache-line-chaining. This design offers lock-free index operations and deletes that free slots instantly, (2) completes most requests with a single memory access, (3) utilizes software prefetching to hide memory latencies, and (4) employs a novel non-blocking and parallel resizing. In a commodity server and a memory-resident workload, DLHT surpasses 1.6B requests per second and provides 3.5x (12x) the throughput of the state-of-the-art closed-addressing (open-addressing) resizable hashtable on Gets (Deletes).
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2012 sedrcmidlevel
- 1. 1 Mid-Level Donor Stewardship Lynne M. Wester Yeshiva University
- 2. Road Map Understanding the Giving Gap Benefits of Mid-Level Strategies – What’s in it for you! What’s a Mid-Level Strategy Look Like Visualizing the Future: Evidence for Success Questions?
- 3. The Collapsed Giving Pyramid Annual Fund Major Giving What’s Missing? No real focus on mid-level donors The Giving Gap
- 5. • Donor Intelligence Driven • Multi-Channel & Truly Integrated • High Tech • Highly Personal • Appropriate ROI Measurements What Mid-Level Strategy Looks Like
- 6. Determining Interest PASSIVE DATA • Demographics • Historical Giving Data • Mail – Responders Only • Interactive / Online • Open rates • Click-thru rates • Video view rates • Multiple sessions • Response rates • Heat map
- 7. Determining Interest ACTIVE DATA • Face to Face • Survey – What are the most important questions to ask? – What can we learn? – Rate your loyalty, connection points, likelihood to give • Cross-Channel Integration • Involvement
- 8. 1. Analyze current situation 2. Identify Mid-Level potential and donor interest 3. Develop Mid-Level strategies 4. Establish timelines and measures of success 5. Creating Accountability 6. Make the Case; Create win-win 7. Refine for the future Implementation Plan Steps Changing the Culture
- 9. Calendar Approach • 9/2011 Thank You postcard • 10/2011 Hanukkah Dinner Invite • 11/2011 Thank A Donor card mailed • 11/2011 Send email invite to YC play 1776 • 12/2011 Mail Hanukkah postcard/museum invite • 1/2012 email invite to private screening of "Footnotes" • 2/2012 Soy Seforim Sale invite • 2/2012 Purim Postcard with recipe for hamentashen • 3/2012 thank a thon • 3/2012 Scholarship Reception invitation • 4/2012 Scholarship impact piece mailed • 5/2012 Invitation to commencement mailed • 6/2012 end of FY thank you postcard • 8/2012 Calendar with student art work
- 10. Tips and Tricks • Everything starts with data – validate assumptions • Data informs strategy • Don’t get distracted by “shiny” tactics • Begin with the end in mind • Set appropriate metrics for success in the start • Continuously measure and tweak ideas and efforts • Repurpose content but with unique spin for each segment, use • Personalize everything for the individual – no excuses! • Don’t be afraid to let go and be transparent once framework exists
- 11. Examples
- 12. Examples
- 13. Examples
- 14. Examples
- 15. Examples
- 16. Examples
- 17. Questions? Comments • Lynne Wester • wester@yu.edu • www.donorrelationsguru.com • Friend me on Facebook • Follow me on Twitter @donorguru
Editor's Notes
- 90 / 10 rule; 90% of dollars coming from 10% of gifts (major giving)…10% of dollars coming from 90% of gifts (annual fund)Annual fund necessary to identify next generation major giversWe know this as fundraisers, yet our structures and systems do not support the total donor pyramid.
- Analyze current situationMid-Level donors (Do you have a pyramid or sombrero?)Real retentionIdentify potential and interestFind popcorn eaters; Leverage active & passive dataProfile your Mid-Level prospect’s behavior, demographics, motivationsDevelop strategiesThe Matrix: Multi-Channel, IntegratedHigh tech, highly personalEstablish timelines and measures of successSet appropriate ROI, metricsTake a long-view of 3-5 yearsMake the CaseCreate the win-win; Innovate on internal politics, silos, change managementExternal messages updatedRefine for the futureData collection, analysis and managementProspect managementMulti-year donor-centered focusOrganizational structures to support achieving lifetime value of the donor