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.

1. Donor Relations for
Annual Giving Donors

9. Treat Behavior not
Transactions!!
•It’s about the
DONOR not YOU.

14. LYBUNT and SYBUNT doesn’t
CUT it!
Reports you need to have:
1. Giving Pyramid Report
2. Consecutive Donor Report
3. First-Time Donor Report
4. Donor Retention Report
5. Donor Giving Channel Report
6. Lapsed Donor Reacquire Report
7. Donor Increase Report

19. WE NEED: More Imaginative
Communications
All we need to do is to write
brilliantly, package it superbly,
and to present it in a way that
will captivate, thrill and inspire

21. LUST

22. Report Impact

40. THANK YOU!
• Lynne M. Wester
• @donorguru
• Connect with me!
• www.donorrelationsguru.com
• lynne@donorrelationsguru.com