Land Trust Alliance 
Sarah McGraw 
Andy Weaver
PACE 
QUALITY 
PERMANENCE
Land Trust of 
Napa County 
(CA)
The Conservation Fund and 
its affiliate, Sustainable Conservation 
(VA)
Lake George Land Conservancy (NY)
Housatonic Valley 
Association (CT)
Fallingwater 
(Protected by 
Western 
Pennsylvania 
Conservancy)
PACE 
QUALITY 
PERMANENCE
Leadership Training 
2,200 
Board Members
Accreditation 
$3.7M 
Endowment
Accredited 
Land Trusts
Terrafirma 
22,000 
Properties
of Acres under Conservation 
Easement Are Insured
American Chestnut Land Trust 
(MD)
Lake Forest Open Lands Association and 
its affiliate, Lake Forest Land Foundation 
(IL)
Block Island 
Conservancy (RI)
DJ Glisson (Firefly Imageworks)
Buzzards Bay Coalition and its 
affiliate, Acushnet River Reserve 
(MA)
Chattahoochee 
Valley Land 
Trust (GA)
Southeast Alaska Land Trust (AK)
DJ Glisson (Firefly Imageworks)
Eastern Shore Land Trust 
(MD)
Elkhorn Slough Foundation (CA)
French Creek Valley Conservancy 
(PA)
DJ Glisson (Firefly Imageworks)
Georgia Land Trust, Alabama 
Land Trust and Chattowah Open 
Land Trust (GA)
Northern Virginia Conservation Trust 
(VA)
Harding Land Trust (NJ)
DJ Glisson (Firefly Imageworks)
Hill Country Conservancy (TX)
Ice Age Trail Alliance (WI)
Kansas Land Trust (KS)
Land Conservancy of San 
Luis Obispo County (CA)
LandTrust for Central North 
Carolina (NC)
DJ Glisson (Firefly Imageworks)
Lemhi Regional Land Trust (ID)
The Solution 
• Create a user-friendly interface for gift officers 
and other staff 
• Provide tools to easily enter and track 
interactions with donors 
• Simplify reporting of donor and gift officer 
metrics for senior leadership 
• Utilize email notifications to integrate with 
other resources
Welcome Screen
Welcome Screen 
Chart your progress every time you use the system
Quickly Retrieve Contact Inforamtion
Customized Profile Page
Customized Profile Page 
Customized fields we chose for tracking our 
progress
Customized Profile Page 
Access to even more details for staff that want 
more than the basics
Customized Profile Page 
Standard iMIS display of donor history
Customized Profile Page 
Customized search of tasks relating to gift 
cultivation
Easily Enter New Interactions with a 
Donor
Overview for Senior Leadership
Reports for Senior Leadership
Reports for Senior Leadership 
No surprise that our best fundraiser has the most 
Donor Contacts
Reports for Management and Leaders 
Note that this doesn’t have to be just for fundraising 
staff. Other staff can cultivate donors too
Email Notifications
Mobile Interface
Hawaiian Islands Land Trust (HI)
LTA Donor Engagement Case Study

LTA Donor Engagement Case Study

Editor's Notes

  • #44 Note that we now have tracking both for annual gifts and for campaign gifts. (We are also in the early phases of a tracking system for our Advocacy team but that is on hold due in part to staff transitions.)
  • #45 Note that we now have tracking both for annual gifts and for campaign gifts. (We are also in the early phases of a tracking system for our Advocacy team but that is on hold due in part to staff transitions.)
  • #46 A quick search returns the basics
  • #47 Profile page customized for the donor. Big emphasis on the Tasks – Fundraising staff are expected to be in contact with donors multiple times throughout the year and to track those connections.
  • #48 Profile page customized for the donor. Big emphasis on the Tasks – Fundraising staff are expected to be in contact with donors multiple times throughout the year and to track those connections.
  • #49 Profile page customized for the donor. Big emphasis on the Tasks – Fundraising staff are expected to be in contact with donors multiple times throughout the year and to track those connections.
  • #50 Profile page customized for the donor. Big emphasis on the Tasks – Fundraising staff are expected to be in contact with donors multiple times throughout the year and to track those connections.
  • #51 Profile page customized for the donor. Big emphasis on the Tasks – Fundraising staff are expected to be in contact with donors multiple times throughout the year and to track those connections.
  • #57 Emails are sent out the next morning from tasks which were created the previous day.
  • #58 Emails are sent out the next morning from tasks which were created the previous day.