Stewardship and Donor Relations

Mary TuckerYMCA of Greater Charlotte

Lynne WesterDonor Relations Guru

Donor Relations

Stewardship and Impact reporting

Acknowledgment Recognition Engagement

Retention

Growth Influence

Nondonors

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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

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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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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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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The Facts:

Leveled Touches

The Strategy

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Experience

Thank a Donor Week

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Make Print Magical

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VIDEO

Unrestricted Dollars: Tell Your

Story

Questions? Comments

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• Mary Tucker

• Lynne Wester• www.donorrelationsguru.com• Follow me on Twitter @donorguru