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Moving donors ‘up’ the
      pyramid
      Supporter Care & Stewardship Conference
                 21 September 2012

                   Alison Thompson
      Head of High Value University Fundraising
 Fundraising & Supporter Development, King’s College
                        London
Fundraising perfection
Your donor pyramid?



         OR       OR
What is the mid-level?
A numbers game


         10% of your goal   1 donor!


         40% of your goal   10 donors



         40% of your goal   100 donors


         10% of your goal   All other donors
Why invest in the mid-level?
   £1 million income:
King’s campaign

                                              Total number of gifts        Total number gifts received Total value of gifts received Total Gift Amount needed
Size of Gift    Average Gift Size             needed                       so far                      so far (£)                    (£)

£20M+                          20,000,000                             1                              1                 20,000,000                  20,000,000

£10M-£19.9M                    15,000,000                             1                              0                           0                              0

£5M-£9.9M                       7,500,000                             6                              3                 17,000,000                  45,000,000

£1.5M-£4.9M                     3,250,000                             16                            18                 48,705,754                  52,000,000

£500k-£1.49M                    1,000,000                             45                            34                 25,544,903                  45,000,000

£100k-£499.9k                       300,000                       174                             158                  28,183,671                  52,200,000

£50k-£99.9                           75,000                       108                             139                   9,617,383                    8,100,000

£10k-£49.9                           30,000                       237                             299                   6,809,426                    7,110,000

£1k-£9.9k                             5000                        660                             788                   1,743,263                    3,300,000
When to define a                  Identify
stewardship
strategy
                                 Research


               Steward                             Plan




                                                    Cultivate
           Thanking
                                                    & Involve




                         Close               Ask
And in a campaign?
            •    2004:
Selecting         – Campaign I closed with £44m raised
            •    2005-7:
projects
                  – Feasibility study immediately commenced
                  – Evaluation of Campaign I and analysis of donors
                  – Planning for Campaign II and identification of priorities
Testing     •    2008-2010:
projects          – Development of Case for Support and Campaign Brand: World
                      questions|King’s answers
                  – Recruiting the Campaign Board, Campaign ‘quiet phase’
                  – Define & refine gift pyramid & stewardship matrix
 Quiet
            •    November 2010:
 phase
                  – World questions|King’s answers public launch with simultaneous
                      events in London, Hong Kong and New York
            •   2012:
 Public           – Donor events capitalising on publicity around launch
Launch            – £380m raised against goal of £500m
Recognising the mid-level

 Tate patrons
Beware what you promise
  $ millions
Alzheimer’s Association - USA
Building a community




      The Alzheimer's Association Zenith Society represents the Association's leading
      philanthropists…In FY11, the group grew to include 53 members and awarded four
 research grants totalling $1.8 million. Since its inception, the Zenith Fellows program has
                        awarded over $27 million to more than 100 researchers worldwide.
National Trust – Benefactors (£1,000-
£4,999)
National Trust – Quercus
(+£5,000)
‘A newsletter for Stanford’s most
generous donors’ director at Goldman Sachs, Rick Sapp,
          “As a former managing
                ’78, is no stranger to high-risk ventures. So when he learned
                about Bio-X, Stanford’s pioneering interdisciplinary program
                that provides seed funding to high-risk science, he followed it
                with keen interest. He can’t cure Parkinson’s or cerebral palsy,
                but he hopes to provide financial resources to someone who
                can.”
Getting the messaging right
Stewardship is not about the money, it’s about the work
 that being carried out. If you start by talking about the
   money you won’t get more and you won’t deserve
                           more.


Alison Thompson on Harold Sumption, 1916-1998
Council member at Oxfam 1950 until his death
Honorary Fellow, Institute of Fundraising
Donor Motivations

        Emotional benefit

        Social benefit

        Financial benefit

        Insurance

        Altruism
Making stewardship stories a
SUCCESs
      Simple
     Unexpected
     Concrete
     Credible
     Emotion
     Stories          Making it Stick
                      Chip & Dan Heath
Have you got who it
takes?
Gift Agreements
Naming policy
A final thought…
Moving donors up the pyramid   alison thompson - kings college london

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Moving donors up the pyramid alison thompson - kings college london

  • 1. Moving donors ‘up’ the pyramid Supporter Care & Stewardship Conference 21 September 2012 Alison Thompson Head of High Value University Fundraising Fundraising & Supporter Development, King’s College London
  • 4. What is the mid-level?
  • 5. A numbers game 10% of your goal 1 donor! 40% of your goal 10 donors 40% of your goal 100 donors 10% of your goal All other donors
  • 6. Why invest in the mid-level? £1 million income:
  • 7. King’s campaign Total number of gifts Total number gifts received Total value of gifts received Total Gift Amount needed Size of Gift Average Gift Size needed so far so far (£) (£) £20M+ 20,000,000 1 1 20,000,000 20,000,000 £10M-£19.9M 15,000,000 1 0 0 0 £5M-£9.9M 7,500,000 6 3 17,000,000 45,000,000 £1.5M-£4.9M 3,250,000 16 18 48,705,754 52,000,000 £500k-£1.49M 1,000,000 45 34 25,544,903 45,000,000 £100k-£499.9k 300,000 174 158 28,183,671 52,200,000 £50k-£99.9 75,000 108 139 9,617,383 8,100,000 £10k-£49.9 30,000 237 299 6,809,426 7,110,000 £1k-£9.9k 5000 660 788 1,743,263 3,300,000
  • 8. When to define a Identify stewardship strategy Research Steward Plan Cultivate Thanking & Involve Close Ask
  • 9. And in a campaign? • 2004: Selecting – Campaign I closed with £44m raised • 2005-7: projects – Feasibility study immediately commenced – Evaluation of Campaign I and analysis of donors – Planning for Campaign II and identification of priorities Testing • 2008-2010: projects – Development of Case for Support and Campaign Brand: World questions|King’s answers – Recruiting the Campaign Board, Campaign ‘quiet phase’ – Define & refine gift pyramid & stewardship matrix Quiet • November 2010: phase – World questions|King’s answers public launch with simultaneous events in London, Hong Kong and New York • 2012: Public – Donor events capitalising on publicity around launch Launch – £380m raised against goal of £500m
  • 11. Beware what you promise $ millions
  • 13. Building a community The Alzheimer's Association Zenith Society represents the Association's leading philanthropists…In FY11, the group grew to include 53 members and awarded four research grants totalling $1.8 million. Since its inception, the Zenith Fellows program has awarded over $27 million to more than 100 researchers worldwide.
  • 14. National Trust – Benefactors (£1,000- £4,999)
  • 15. National Trust – Quercus (+£5,000)
  • 16. ‘A newsletter for Stanford’s most generous donors’ director at Goldman Sachs, Rick Sapp, “As a former managing ’78, is no stranger to high-risk ventures. So when he learned about Bio-X, Stanford’s pioneering interdisciplinary program that provides seed funding to high-risk science, he followed it with keen interest. He can’t cure Parkinson’s or cerebral palsy, but he hopes to provide financial resources to someone who can.”
  • 17.
  • 18. Getting the messaging right Stewardship is not about the money, it’s about the work that being carried out. If you start by talking about the money you won’t get more and you won’t deserve more. Alison Thompson on Harold Sumption, 1916-1998 Council member at Oxfam 1950 until his death Honorary Fellow, Institute of Fundraising
  • 19. Donor Motivations Emotional benefit Social benefit Financial benefit Insurance Altruism
  • 20. Making stewardship stories a SUCCESs Simple Unexpected Concrete Credible Emotion Stories Making it Stick Chip & Dan Heath
  • 21. Have you got who it takes?