Individual Giving presentation by Jackie Mendoza, Cause Perfect at Enlighten Conference, Monday 26 November 2012.

1. Individual Giving
Jackie Mendoza, Director &
Principal Consultant

2. Agenda
• Facts
• Relationships
• Process
• Making it work for you

3. 2002-03 figures are inferred
Sources: NCVO/TSRC, Charity Commission

6. • Acquisition
• Retention
• Development

7. Acquisition
• Direct Mail
• Inserts
• Door drops
• Face to face & door to door

8. Retention
• Thank
• Welcome
• Communicate & engage

9. Development
• Newsletters, email updates, social
media, digital
• Invite
• Convert and/or upgrade

10. Acquisition
• Costs money, low ROI
• Hone in on your networks
• Who do you know, who do they
know?

11. What’s your story?
• Compelling & emotionally engaging
• Why should I support you?
• What difference can we make?
• How much will it cost?

12. What you definitely need
• A basic database to store donor
details
• Thank you letters
• Simple communication schedule
• News-worthy items
• A plan for how you intend to
develop your relationship with
donors

13. But before all that:
• What do we want to achieve?
• Why do we want to achieve that?
• How will we achieve it?

14. Thank you!
www.causeperfect.com
jackie.mendoza@causeperfect.com