Year-End Giving Presentation

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Year-End Giving Presentation

  1. 1. Year-End Giving Campaign <ul><li>Judith Powell & Brent Schneider </li></ul>
  2. 2. Introduction <ul><li>First Tee Club for high-end donors </li></ul><ul><ul><li>Minimum of $500 </li></ul></ul><ul><li>Invested $10,000 and received $260,000 in gifts; Netting $250,000 </li></ul>
  3. 3. Create pieces. <ul><li>Create professional brochures. </li></ul><ul><ul><li>Reflects organization in positive light </li></ul></ul><ul><li>Small investment for large return. </li></ul><ul><ul><li>$10,000 on stationery, brochures, and postage </li></ul></ul><ul><ul><li>Received $262,000+ in gifts </li></ul></ul><ul><li>The First Tee Club Package </li></ul><ul><ul><li>Brochure </li></ul></ul><ul><ul><li>Letter </li></ul></ul><ul><ul><li>DVD </li></ul></ul><ul><ul><li>Return card and envelope </li></ul></ul>
  4. 5. Prepare to send out packages. <ul><li>Compile a list of donors that previously gave $250 or more. Cross reference with board members to determine who knows these donors. </li></ul><ul><li>Gather a list of 10 names and addresses of perspective donors from each board member that they feel comfortable contacting for donations. </li></ul><ul><li>Merge names with letter. </li></ul><ul><li>Prepare packet of letters that correspond to appropriate board member. Use year-end board meeting to have each board member add a personalized note and pledge to follow-up. </li></ul>
  5. 9. Mail and Follow-up. <ul><li>Mail packages. </li></ul><ul><li>Assign each fundraising committee member a list of board members to check-in with and ensure they are making follow-up calls. </li></ul><ul><li>Critical to make follow-up phone calls. </li></ul><ul><ul><li>To ensure receipt of year-end package </li></ul></ul><ul><ul><li>To form a personal relationship with donor. </li></ul></ul><ul><li>Success rate of 75% when calls are made. </li></ul>
  6. 11. Publicize daily donations. <ul><li>Use email to track and publicize progress of campaign. </li></ul><ul><li>Motivates board members. </li></ul><ul><li>Updates board members of which donors on their list have given to the organization. </li></ul><ul><ul><li>Members can thank these donors by any means if they choose </li></ul></ul>
  7. 17. Thank donors appropriately. <ul><li>Sent each donor a thank you package consisting of: </li></ul><ul><ul><li>Thank you letter </li></ul></ul><ul><ul><li>The First Tee Club bag tag (new donors) or The First Tee head cover (renewals) </li></ul></ul><ul><ul><li>Photobook </li></ul></ul><ul><li>Thank you call </li></ul>
  8. 18. Thank You Package consists of: <ul><li>Letter </li></ul><ul><li>Photobook </li></ul><ul><li>The First Tee Club Bag Tag or The First Tee Head cover </li></ul>
  9. 19. Maintain relationship with donor <ul><li>E-newsletter </li></ul><ul><li>Newsletter </li></ul><ul><li>Exclusive events for members </li></ul><ul><ul><li>Spring Putting Clinic and Cocktail Event </li></ul></ul><ul><ul><li>Schwab Cup Donor Cultivation and Thank You Event with Tom Watson </li></ul></ul>
  10. 22. Analyze results for board meeting <ul><li>Analyze First Tee Club donations </li></ul><ul><ul><li>Shows which board members were successful in soliciting donations </li></ul></ul><ul><ul><li>Ask successful members about their tactics </li></ul></ul><ul><ul><ul><li>Follow-up calls </li></ul></ul></ul><ul><li>Useful for improving campaign strategies for the following year </li></ul>

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