Major Donor Stewardship – Strategies That Build Lasting Relationships With Your Most Significant Givers

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https://bloomerang.co/resources/webinars/ Valerie Harris will focus on what is required when you commit to attracting and maintaining major donors, understanding how major donors think, and how to optimize your communications for this important donor segment.

Government & Nonprofit

Building
Lasting
Relationships
with
Your
Most Significant
Givers
MAJOR DONOR LOVE
presented by
VALERIE HARRIS

TBC • 2020
MAJOR DONORS =
MOST SIGNIFICANT
GIVERS
Mid-size and Large Orgs Know...
Small Orgs and Start-ups Fear......
EVERYBODY Desires Major Donors!
www.vharrisprojects.com
vharris@vharrisprojects.com

www.vharrisprojects.com
vharris@vharrisprojects.com
WHO IS
A MAJOR DONOR?

TBC • 2020
The Major Donor Mindset
4 Commitments You Must Make for
Your Major Donor Program to
Succeed
Why You Need
A Major Donor Society
Engaging Major Donors Beyond
"Please" and "Thank You!"
TODAY'S
PRESENTATION
www.vharrisprojects.com
vharris@vharrisprojects.com

TBC • 2020
THE MAJOR DONOR MINDSET:
THEIRS....
• Seeks connection
• Wants to see impact
• Wants to engage
• Entrepreneurial
• Metrics-driven
www.vharrisprojects.com
vharris@vharrisprojects.com

TBC • 2020
www.vharrisprojects.com
vharris@vharrisprojects.com
FOR MAJOR DONOR PROGRAM
SUCCESS........
• A Donor Data Management System
• A Commitment to Professional Development
Training
• A Donor Communications Strategy

WRITING TO DONORS
An online professional
training specifically
designed for fundraising
managers and writers.
Includes Workbook
The "Thank You" and More
https://www.vharrisprojects.com/writing-to-donors

TBC • 2020
• Prospect Research
• Relationship Building
• Fundraising in Person
• Consistent,
Personalized Donor
Communications
www.vharrisprojects.com
vharris@vharrisprojects.com
THE MAJOR DONOR MINDSET
YOURS....

• Key Factors
• Do Your Homework
• Use Your Existing Network
• Leverage Your Board
TBC • 2020
www.vharrisprojects.com
vharris@vharrisprojects.com
• PROSPECT
RESEARCH

TBC • 2020
Youth Services
36.4%
College Prep
27.3%
Adult Education
18.2%
Community Workshops
9.1%
Job Placement
9.1%
www.vharrisprojects.com
vharris@vharrisprojects.com
COMMUNICATE
YOUR VALUE

TBC • 2020 www.vharrisprojects.com
vharris@vharrisprojects.com
2. RELATIONSHIP
BUILDING
• Schedule an Introductory
Meeting
• Invite Prospects to Meet
with Leadership

TBC • 2020 www.vharrisprojects.com
vharris@vharrisprojects.com
RELATIONSHIP
BUILDING
• Invite Prospects to a VIP
Event
• Provide an Office Tour

TBC • 2020
www.vharrisprojects.com
vharris@vharrisprojects.com
• Get the Training Needed
• Be Prepared
• Take the Team
• Follow-Up!
3. Face to Face
Fundraising

TBC • 2020
• Acknowledges Donor as More Than $$
• Deepens the Relationship
• Makes Fundraising Easier!
4. CONSISTENT,
PERSONALIZED
COMMUNICATIONS
https://www.vharrisprojects.com/getpersonal-ebook

TBC • 2020
WHY YOU NEED A
MAJOR DONOR SOCIETY
www.vharrisprojects.com
vharris@vharrisprojects.com

TBC • 2020
www.vharrisprojects.com
vharris@vharrisprojects.com
• Encourages Gifts of a
Certain Amount
• Inclusion and
Exclusivity
THE MAJOR DONOR
SOCIETY

TBC • 2020 www.vharrisprojects.com
vharris@vharrisprojects.com
THE MAJOR DONOR
SOCIETY
An Excellent Opportunity for
Stewardship

TBC • 2020 www.vharrisprojects.com
vharris@vharrisprojects.com
www.vharrisprojects.com
vharris@vharrisprojects.com
GIVE THEM
OPTIONS
• How often do they want to hear
from you?
• What information do they want ?
• How do they want to receive it?

TBC • 2020
www.vharrisprojects.com
vharris@vharrisprojects.com
BEYOND
"PLEASE"
AND
"THANK YOU!"

TBC • 2020 www.vharrisprojects.com
vharris@vharrisprojects.com
STAY IN
TOUCH!
Congratulations!
"We would welcome your participation..."

"Ummm... what to say...
how to say it...."
https://www.vharrisprojects.com/leaders&letters-workbook

How You'll Know Its Working...
• Stagnant? Increasing?
Decreasing?
• Upgrade in giving level by
current donors?
• New board members?
• New volunteers?
• "How can I help?"
• Emails, phone calls, requests to
be featured
• Events attendance
• Personalized communications
TBC • 2020
Giving
Service Response
www.vharrisprojects.com
vharris@vharrisprojects.com

BUILDING
Lasting Relationships
with
Your
Most Significant
Givers
MAJOR DONOR LOVE
vharris@vharrisprojects.com
https://www.vharrisprojects.com/leaders&letters-workbook
https://www.vharrisprojects.com/getpersonal-ebook
https://www.vharrisprojects.com/writing-to-donors

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This document summarizes a webinar about creating effective annual reports for nonprofits. The webinar discusses the purpose of annual reports, key components to include, how to highlight social impact metrics, tailoring reports to specific donor types, effective marketing strategies, and how donor management systems can help track relevant data. The presenter emphasizes including impact metrics, stories of transformation, financial performance, programs, and clear calls to action to motivate donors and raise more funds.

Copy of PayPal Course - Academy Slide Deck 2024.pdf

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This document provides an overview of a Bloomerang Academy webinar on digital wallets. It begins with welcoming remarks and housekeeping details. Then it introduces the speaker and defines digital wallets as a convenient way for donors to make payments. The bulk of the document focuses on why nonprofits should offer PayPal and Venmo, including their large user base and ability to increase conversions and recurring donations. It provides a brief demo on how to enable PayPal and Venmo donations in Bloomerang in 5 minutes. Additional resources are shared at the end.

Strategic Planning The PROCESS Handout 2024.pdf

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The document discusses the importance of strategic planning for non-profits, providing an overview of the strategic planning process including defining a plan, securing buy-in, identifying stakeholders, conducting an environmental scan, creating a multi-year plan, and tips for an effective process. It is a presentation from the consulting group Funding for Good on how to develop a strategic plan that produces results for an organization.

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Major Donor Stewardship – Strategies That Build Lasting Relationships With Your Most Significant Givers