Stewarding Planned Gifts and Engaging Planned Giving Donors

Kathleen Diemer, CFRENCGPC Luncheon December 9, 2015

Special Recognition

The Kathleen Diemer Presentation Disclaimer

Our Work is Changing The Way We Were Say Goodbye to Tchotchkes Say Hello to Technology Read the Papers Lately? Generational Shifts

Changing Needs and Wants of Donors Emergence of a Professional Field

ADRP/AASP Best Practices

What is Donor Relations? Donor relations is the comprehensive effort of

any nonprofit that seeks philanthropic support to ensure that donors experience high quality interactions with the organization that foster long-term engagement and investment. (ADRP 2010)

The Parts of the Whole Gift Acceptance Acknowledgement Recognition Reporting (Stewardship)

You May Also See Acknowledgement Stewardship Recognition Engagement

Planned Gifts vs. Planned Giving Donors Terminology Types of Gifts Donor Experience Being Donor Centric

Excuses for a Lack of Donor Relations Time Budget Staffing

List 5 Donors with Planned Gift Commitments Who Need Immediate Attention

1) ___________________________2) ___________________________3) ___________________________4) ___________________________5) ___________________________

List Your 3 Biggest Challenges to Reporting on Planned Gifts

1) ___________________________2) ___________________________3) ___________________________

Challenges to Stewarding Planned Gifts Not All Types are Created Equal Not Yet Realized Donor May be Deceased Respecting Donor Privacy

Engaging Your Donors Doesn’t Need to be Difficult Know Your Donors Know Their Expectations Use What You Have

What Are You Currently Doing for Donors Who Have Planned Gift Commitments?

_____________________________________________________________________________________________________________________________________________________________________________________________

Engagement Should be Thoughtful and Meaningful Should Respect Budgets, But Can be

Accomplished without Cost Should Utilize Creativity and Institutional

Advantages Should Focus on the Preferences and Desires of

Your Donor

No Budget Recognition and Engagement Existing Communications Unique Experiences Build on Existing Events/Activities Access to People and Places

List 3 Existing Communications You Could Use to Recognize Donors Who Have Planned Gift Commitments

1) ___________________________2) ___________________________3) ___________________________

List 3 Unique Experiences You Can Provide for Donors

1) ___________________________2) ___________________________3) ___________________________

List 3 Existing Activities or Events You Can Utilize to Engage Donors

1) ___________________________2) ___________________________3) ___________________________

Stewardship Doesn’t Always Require Paper Communications Video Online Experiences

List the Reporting/Stewardship You Currently Provide for Planned Gift Commitments

1) ___________________________2) ___________________________3) ___________________________4) ___________________________5) ___________________________

Organizational Partners in Stewardship Financial Management Information Technology Beneficiaries Facilities Fund Administrators

List the Reports and Activities Your Donors Want

1) ___________________________2) ___________________________3) ___________________________4) ___________________________5) ___________________________

Questions?

Kathleen Diemer, CFREExecutive Director of Donor Relations and Advancement CommunicationsGeorge Mason Universitykdiemer@gmu.edu