2014 individualstewardshipcaseiii
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The document discusses setting up individual stewardship plans for donors. It recommends determining who will manage the donor portfolios, how communication will be delivered, and establishing basics like return on investment. Key steps include collecting a donor's complete giving history, preferences, and important dates. The format of the stewardship plan needs to be determined, with options like a checklist, spreadsheet, narrative or calendar discussed. Ensuring seamless delivery and keeping the number of plans manageable is also advised.
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Individual stewardship plans should include key details like who will manage the donor's portfolio, how communication will be delivered, and basic donor information. The plan should also outline the donor's giving history, preferences, and event information. It is important to include forward-looking information, gift agreement requirements, past efforts, important dates and names, and glean information from contact reports. Creating a system that delivers content strategically and sets goals can help ensure seamless delivery and that promises to donors are over-delivered. The right format depends on what fits best for each individual plan.
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This document discusses strategies for engaging annual donors through stewardship programs. It notes that annual donors are important despite providing small gifts, and that improving first-time donor retention rates from 48% to 58% could significantly increase donations and the donor pipeline. The document recommends promptly acknowledging all gifts, developing targeted programs for different donor segments like loyal donors and recent graduates, focusing on the enduring impact of gifts rather than amount, and regularly reporting impact to donors. The best practices are to show donors they are listened to, report on impact of gifts, be honest in communications, and thank donors.
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Implementation of Results-Based Accountability in Children and Family Sector
Ensuring child and family well-being and protection faces a complexity of challenges. Results-Based Accountability (RBA) provides a simple, disciplined framework to take action and measure the impact of prevention, early intervention and protective services. This webinar will provide three examples of using RBA to set a vision of success; measure the current situation and improve the future for children and families.
At the conclusion of this webinar, participants will:
Learn practical ways to implement RBA for Child Protection and Well-Being
Have examples of performance measures for specific child and family support and intervention services
Understand a comprehensive approach to tracking performance measures statewide using the Clear Impact Scorecard.
Learn of successful curves that continue to be improved in child, youth and family well-being.
Check out more videos and webinars on our website: https://clearimpact.com/resources/videos/
Bloomerang FR Projections Webinar Feb 2023.pptx
This document provides guidance on creating accurate fundraising projections for an annual budget. It outlines seven steps to take: 1) Build an annual fundraising plan with quantifiable goals for each activity and qualitative data; 2) Plan well for successful fundraising by knowing donors and methods; 3) Set realistic goals and stretch them; 4) Use cost-per-dollar raised correctly; 5) Consider the bigger picture of how many donors can be managed; 6) Project specifically for each activity; 7) Explain growth strategies, cultivation plans, and say no to bad ideas using mission and metrics. Following these steps requires development leadership, an inspiring mission, goals, tools, a team effort, and hard work.
Exciting Things Happen When Learners Take the Lead
Learning and development professionals and business leaders have come to realize data-driven strategies effectively drive learning and business outcomes. But what does data-driven learning really mean to the learners and what happens when they are empowered to take the lead in learning strategy and execution?
Join this TICE Virtual session, as Kelly Siegel, vice president and chief talent officer of Continental Western Group, shares her story of the creation of underwriter development paths – A process driven by learner engagement and representative of significant cultural shift in two related organizations.
ADRP | Measurement of Success
Metrics is a hot topic within all fundraising fields. Measurement models have been established for monitoring the work of frontline fundraisers in order to assess the variety of activities performed as well as the schedule, pace, and outcomes of those activities. With this information in hand, choices can be made about which fundraising activities are most effective in achieving the desired donor behavior, most obviously giving.
Fundraising 101 presentation 2013
This document discusses various aspects of fundraising for higher education, including annual giving, one-on-one fundraising, and building a strong foundation. It provides an overview of annual giving programs and fundraising methods like direct mail, telemarketing, and e-solicitations. One-on-one fundraising involves identifying and researching potential major donors through prospect research. Building a strong foundation requires knowing potential donors through development research and maintaining an organized donor database. The overall aim is to acquire new donors and build long-term relationships to support the institution.
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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.
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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
Getting to an empty inbox is possible by using folders to organize emails by topic or project, solving subscription issues that contribute to inbox clutter, and following a five sentence rule when writing emails to keep responses brief. Maintaining an empty inbox requires celebrating small victories and continuing good organizational practices.
2015 tthsc4pillars
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2015 ucfafp annualimpact
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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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2014 individualstewardshipcaseiii
- 1. Individual Stewardship Plans Lynne M. Wester @donorguru
- 3. The Setup is Key • Who will manage the por?olio • How will communicaBon be delivered? • What are the basics? • What is the ROI of the effort?
- 4. Survey Says…
- 5. If you can have more than 25…
- 6. First Step…
- 7. Second Step • Complete giving history • Preferences, don’t step in it! – Names – SeaBng – Flowers – Children – Ex-‐ spouses • Event informaBon
- 8. Other InformaBon to Include • Looking Ahead • GiW Agreement Requirements • Most Recent Efforts • Gleaning from contact reports • Important Dates and Names – Birthday – Anniversary
- 9. Strategic Habits • Create a system that is invisible • Good content wins the day • Basic informa7on/Donor Background • Set a goal and a 7me limit • Ac7on Planning • Build a rou7ne and measure success
- 10. The Promise…
- 11. Format? • Checklist? • Spreadsheet? • NarraBve? • Calendar? • Form?
- 15. The Right Fit • Ensuring Seamless Delivery • Under promise/Over deliver • How many is manageable? • Who helps? • How to implement
- 16. Ques7ons? Comments • Lynne Wester • lynne@donorrelaBonsguru.com • www.donorrelaBonsguru.com • Friend me on Facebook • Follow me on Twi]er @donorguru