2013 naydo stewardship & donor relations

1. Stewardship and Donor
Relations
Mary Tucker
YMCA of Greater Charlotte
Lynne Wester
Donor Relations Guru

2. Donor Relations
Stewardship and
Impact reporting
Acknowledgment Recognition Engagement
Retention
Growth Influence
Nondonors

3. 3
Donor Recognition and
Stewardship
•Is there a better way to do this?
•What are some ways that we can better
serve our donors?
•What is someone else doing that we’re
not?
•Is there an app for that?
•Making Innovation a Priority

4. First, do no harm?
•How do we know what they want?
•We ASSUME
•Why not ask?
•Retention rates among YMCA... 30%
•What is your member donor percentage?
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5. Goals
•Make donors feel sincerely thanked for their generosity and support for your
mission.
•Deepen donor commitment to and understanding of your mission and
organization.
•Provide donors with the public recognition they desire and value.
•Inspire donors to give again-at higher and higher levels of support.
•Encourage or challenge other donors or potential donors to match the giving of
their peers.
•Set benchmarks for giving to your organization.
•Reinforce a culture of philanthropy, rather than setting a tone of quid pro quo.
•Keep you within your budget limits --while not compromising the tax
deductibility of your donor’s gift
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6. Data Drives Strategy
•Loyalty Donors
•First Time Donors
•Planned Giving Donors
•Mid Level Donors
•110% ... The next frontier
•Monthly Donors
•Anyone who needs extra Stewardship
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7. The Facts:

8. Leveled Touches

9. The Strategy
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10. 10

13. Experience

14. Thank a Donor Week
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15. Make Print Magical
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16. VIDEO

18. Unrestricted
Dollars: Tell Your
Story

19. Questions? Comments
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•Mary Tucker
•Lynne Wester
•www.donorrelationsguru.com
•Follow me on Twitter @donorguru