first tee club presentation 2010
TRANSCRIPT
Year-End Giving Campaign
Presented by Judith Powell
Introduction
• First Tee Club for high-end donors
– Minimum of $500
• Invested $10,000 and received $260,000 in gifts; Netting $250,000
Create pieces.
• Create professional brochures.– Reflects organization in positive light
• Small investment for large return.– $10,000 on stationery, brochures, and postage
– Received $262,000+ in gifts
• The First Tee Club Package– Brochure
– Letter
– DVD
– Return card and envelope
Prepare to send out packages.
• Compile a list of donors that previously gave $250 or more. Cross reference with board members to determine who knows these donors.
• Gather a list of 10 names and addresses of perspective donors from each board member that they feel comfortable contacting for donations.
• Merge names with letter.
• 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.
Mail and Follow-up.
• Mail packages.
• Assign each fundraising committee member a list of board members to check-in with and ensure they are making follow-up calls.
• Critical to make follow-up phone calls.
– To ensure receipt of year-end package
– To form a personal relationship with donor.
• Success rate of 75% when calls are made.
Publicize daily donations.
• Use email to track and publicize progress of campaign.
• Motivates (and/or “embarrasses”) board members.
• Updates board members of which donors on their list have given to the organization.
– Members can thank these donors by any means if they choose
Thank donors appropriately.
• Sent each donor a thank you package consisting of:
– Thank you letter
– The First Tee Club bag tag (new donors) or The First Tee head cover (renewals)
– Photobook
• Thank you call
Thank You Package consists of:
•Letter
•Photobook
•The First Tee Club Bag Tag or The First Tee Head cover
Maintain relationship with donor
• E-newsletter
• Newsletter
• Exclusive events for members
– Spring Putting Clinic and Cocktail Event
– Schwab Cup Donor Cultivation and Thank You Event with Tom Watson
Analyze results for board meeting
• Analyze First Tee Club donations
– Shows which board members were successful in soliciting donations
– Ask successful members about their tactics
Follow-up calls
• Useful for improving campaign strategies for the following year