If you’d rather do ANYTHING besides cultivating individual donors, this session is for you! You’ll learn why you may feel uncomfortable at the thought of donor relationships and how to overcome it. You’ll learn a simple method for building relationships on purpose, using a variety of strategies.
Innovation Network's own workbook (revised in 2010), offering an introduction to the processes and concepts of the logic model. This workbook can be used alone or in conjunction with the Logic Model Builder at the Point K Learning Center.
Charities use newsletters to communicate with donors. But often with mixed objectives and for mixed audiences. In this presentation we look at what makes good communications and what newsletters are for. Towards the end, all attendees critiqued each others newsletters (anonymously) and the result was a resounding disappointment. Only one of the newsletters were actually achieving good communications.
Innovation Network's own workbook (revised in 2010), offering an introduction to the processes and concepts of the logic model. This workbook can be used alone or in conjunction with the Logic Model Builder at the Point K Learning Center.
Charities use newsletters to communicate with donors. But often with mixed objectives and for mixed audiences. In this presentation we look at what makes good communications and what newsletters are for. Towards the end, all attendees critiqued each others newsletters (anonymously) and the result was a resounding disappointment. Only one of the newsletters were actually achieving good communications.
Apresentação sobre Grandes Doações, por Eva Aldrich, da CFRE, realizada durante o Festival ABCR 2017, em São Paulo, entre os dias 17 e 19 de maio de 2017.
Resuscitating Your Budget: Moving Donors to GiveRobert Croft
Recruiting new donors can cost up to 3-10 times more than keeping the donors you have. How do you keep donors loyal to your cause and get them to give even more? How many times should you ask donors to give? What are the reasons donors stop giving? Join us as we address these questions and more!
This presentation focuses on how women's control of North American wealth is changing the way that money is flowing into the financial and philanthropic sectors.
This session explores the Fundraising Effectiveness Project report commissioned by AFP and the Urban Institute. The dismal news in this report can and should be an eye opener for every nonprofit engaged in fundraising.
We will focus on the root causes of poor retention rates, and offer tips for improvement based on the principles of Dr. Adrian Sargeant and Tom Ahern: two world-renowned authorities on building donor loyalty. Sargeant and Ahern's principles are based upon years of research conducted in the sector and can be used by any organization, whether you are a one-person shop or a large department. We will show examples of their principles in action. The results can be astounding when put into daily use!
Learning Outcomes:
Be familiar with current research on donor retention and how an increase or decrease can impact your bottom line
Understand how to calculate your donor retention rate
Learn new donor communications techniques in order to improve donor loyalty and retention
Back to Basics: 3 Principles to Acquire, Retain, and Upgrade Your DonorsBlackbaud
Donor acquisition, retention, and upgrades are key drivers of a successful fundraising program. Improving these positively impacts your organization’s overall fundraising performance. In this presentation, Jeffrey Haguewood, Co-Founder of Sidekick Solutions, shares his back-to-basics approach to acquiring, retaining, and upgrading donors and how you can implement 3 simple principles to help your organization raise more funds for its cause.
Everything You Need To Know About Creating and Maintaining Donor RelationshipsBloomerang
Join Sandy Rees and our own Jay Love for a discussion on donor relationships. This free, 60-minute webinar will focus on attracting and creating donor relationships, as well as best practices for nurturing and retaining those donors. You will finish the hour with at least five ideas to put into immediate action!
About Sandy Rees:
Sandy Rees is a fundraising coach and consultant with a passion for showing small nonprofit organizations how to raise more money, strengthen their Boards, and build relationships with donors. She's also a mentor and coach to other nonprofit consultants who want to learn to build a business using passive and leveraged income. You can learn more about her at http://www.sandyrees.com.
Richer Lives: Why Rich People Give - Presented by Theresa LloydAdam Davidson
Philanthropy is of increasing importance in modern society, yet the motivations and expectations of philanthropists appear little understood, either by those seeking funds or by those hoping that voluntary donations will help to bridge public sector funding gaps.
Join Theresa Lloyd, co-author of the groundbreaking book ‘Richer Lives – Why Rich People Give’ for this presentation as she explains why and how the richer members of our society engage in philanthropy.
This webinar is designed for:
- Fundraisers, especially major donor fundraisers.
- CEOs, senior managers, staff and volunteers in non-profit organisations as well as charity trustees.
- Professional advisers (e.g. bankers & lawyers, as well as philanthropy experts) working with donors and charities, and relevant umbrella bodies.
- Academics including students on courses concerned with the voluntary sector, especially students of philanthropy, fundraising and the third sector as well as general social policy.
- University libraries and resource centres operated by voluntary organisations.
Slides taken from the 25th April 2014 Webinar
A recording of this presentation is available. Please contact websupport@chapel-york.com for further information
Apresentação sobre Grandes Doações, por Eva Aldrich, da CFRE, realizada durante o Festival ABCR 2017, em São Paulo, entre os dias 17 e 19 de maio de 2017.
Resuscitating Your Budget: Moving Donors to GiveRobert Croft
Recruiting new donors can cost up to 3-10 times more than keeping the donors you have. How do you keep donors loyal to your cause and get them to give even more? How many times should you ask donors to give? What are the reasons donors stop giving? Join us as we address these questions and more!
This presentation focuses on how women's control of North American wealth is changing the way that money is flowing into the financial and philanthropic sectors.
This session explores the Fundraising Effectiveness Project report commissioned by AFP and the Urban Institute. The dismal news in this report can and should be an eye opener for every nonprofit engaged in fundraising.
We will focus on the root causes of poor retention rates, and offer tips for improvement based on the principles of Dr. Adrian Sargeant and Tom Ahern: two world-renowned authorities on building donor loyalty. Sargeant and Ahern's principles are based upon years of research conducted in the sector and can be used by any organization, whether you are a one-person shop or a large department. We will show examples of their principles in action. The results can be astounding when put into daily use!
Learning Outcomes:
Be familiar with current research on donor retention and how an increase or decrease can impact your bottom line
Understand how to calculate your donor retention rate
Learn new donor communications techniques in order to improve donor loyalty and retention
Back to Basics: 3 Principles to Acquire, Retain, and Upgrade Your DonorsBlackbaud
Donor acquisition, retention, and upgrades are key drivers of a successful fundraising program. Improving these positively impacts your organization’s overall fundraising performance. In this presentation, Jeffrey Haguewood, Co-Founder of Sidekick Solutions, shares his back-to-basics approach to acquiring, retaining, and upgrading donors and how you can implement 3 simple principles to help your organization raise more funds for its cause.
Everything You Need To Know About Creating and Maintaining Donor RelationshipsBloomerang
Join Sandy Rees and our own Jay Love for a discussion on donor relationships. This free, 60-minute webinar will focus on attracting and creating donor relationships, as well as best practices for nurturing and retaining those donors. You will finish the hour with at least five ideas to put into immediate action!
About Sandy Rees:
Sandy Rees is a fundraising coach and consultant with a passion for showing small nonprofit organizations how to raise more money, strengthen their Boards, and build relationships with donors. She's also a mentor and coach to other nonprofit consultants who want to learn to build a business using passive and leveraged income. You can learn more about her at http://www.sandyrees.com.
Richer Lives: Why Rich People Give - Presented by Theresa LloydAdam Davidson
Philanthropy is of increasing importance in modern society, yet the motivations and expectations of philanthropists appear little understood, either by those seeking funds or by those hoping that voluntary donations will help to bridge public sector funding gaps.
Join Theresa Lloyd, co-author of the groundbreaking book ‘Richer Lives – Why Rich People Give’ for this presentation as she explains why and how the richer members of our society engage in philanthropy.
This webinar is designed for:
- Fundraisers, especially major donor fundraisers.
- CEOs, senior managers, staff and volunteers in non-profit organisations as well as charity trustees.
- Professional advisers (e.g. bankers & lawyers, as well as philanthropy experts) working with donors and charities, and relevant umbrella bodies.
- Academics including students on courses concerned with the voluntary sector, especially students of philanthropy, fundraising and the third sector as well as general social policy.
- University libraries and resource centres operated by voluntary organisations.
Slides taken from the 25th April 2014 Webinar
A recording of this presentation is available. Please contact websupport@chapel-york.com for further information
Similar to From Awkward to Awesome: The Beginner’s Guide to Building Relationships with Donors (20)
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How Mentoring Elevates Your PM Career | PMI Silver Spring Chapter
From Awkward to Awesome: The Beginner’s Guide to Building Relationships with Donors
1. From Awkward to Awesome:
The Beginner’s Guide to
Building Relationships
with Donors
2. Presenters
Sandy Rees, CFRE
Get Fully Funded
@SandyRees
Daniel Watson, Executive Director
The Restoration House
@RestoreFamilies
3. Why focus on individual donors?
2011 Contributions: $290.89 Billion
Corporations
5%
Foundations
14%
According to 2011 Giving USA Report
Indviduals Bequests
73% 8%
4. Why focus on individual donors?
Statistical Annual Retention
Go away
35%
Stay
65%
5. Why do some leave?
• Move away
• Pass away
• ???
• ???
*Ultimately they leave because they
don’t have a relationship
6. It’s ALL about the relationship
Relationships lead to
• Volunteers
• Money
• Other Resources
• Other potential donors
But “authentic” relationships can’t be presumptuous
• Don’t rush the ask
• You’ve got to value the relationship over the gift
7. It’s ALL about the relationship
Shared
Passion
Loyal
Donors
Intentional
Investment
8. It’s ALL about the relationship
Donors that you have a relationship with and who
love what your organization does, are the
foundation for sustainability
9. Do you want Donors or a Friends?
Donors Friends
Give you money Give you money and love and support, and cares
about your success
May or may not give again Will always be there for you
May or may not support you in other ways Look for other resources (including people) to bring
to you
May or may not speak well of you in the Are ambassadors for you, spreading the word
community about your mission
Don’t necessarily feel engaged or connected See themselves as partners in your work
10. So why does it feel icky?
The wrong mindset will leave you feeling
yucky about building relationships
with donors
“They’ll think I’m just after their money.”
“I’m being manipulative.”
“I’m taking advantage of them.”
11. Change the mindset!
“I’m making friends for my organization.”
“The more friends we have, the more people we can help.”
“I’m giving these folks the chance to partner in our work.”
12. How does a relationship grow?
• It ALWAYS starts with an introduction
• In small steps
• Intentionally and over time
• Give and take
• Lots of interest
• Lots of attention
• Lots of communication
13. Relationship exercise!
Think about the donor you have the closest relationship
with.
How did your relationship with him/her develop over time?
What are some key things that happened that could be
applied to develop other donor relationships?
14. Steps to Building a Relationship on Purpose
1. Network, consistently look for introductions
2. Get interested. Learn all you can about them. Look for shared
passions, common interests, etc.
3. Get to know them. What are their likes and dislikes?
4. Ask questions.
5. Listen.
6. Communicate regularly but appropriately.
7. Keep the focus on THEM not YOU.
17. Online or in Print?
What does the donor want?
It’s all about THEM after all!
18. Ego-Centric vs Donor-Centric
Ego-Centric Donor-Centric
We’ve been around for 30 years. You’ve helped us change lives.
We have 6 programs and serve 500 With your help, 500 people get
people each week. assistance each week.
We serve 10 counties. Your gift helped us reach people in 10
counties.
19. What makes it relevant?
• Interesting to THAT person
• Timely
• Appropriate
20. Create Relevance
• Know their interests
• Know their preferences
• Pay attention to the details
* It pays to have a good donor relations database
21. Keys to a Strong Relationship
• Commitment
• Trust
• Respect
23. Let’s get practical
• Letters
• Handwritten notes
• Phone calls
• Personal visits
• Personal tours of your facility
• Free tickets to your events
• What else?
24. Donor Cultivation Plan
• Series of steps to get to know a donor and build
relationship
• Specific to the donor – one size does NOT fit
all!
• The deeper you plan to take the
relationship, the more time it will take
25. Sample “New Donor” Cultivation Plan
Step 1: Call and thank them for their past
support.
Step 2: Invite them for a personal tour. Find
out what they love most about your work.
Step 3: Invite them to lunch and tell them
more about a project that fits their interests.
Step 4: Ask them to become a partner in
your work.