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More than “Thank You” – Donor Stewardship That Works PowerPoint Presentation
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More than “Thank You” – Donor Stewardship That Works

More than “Thank You” – Donor Stewardship That Works

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More than “Thank You” – Donor Stewardship That Works

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  1. More than “Thank You” –Donor Stewardship That Works Cynthia Uviedo Trinity University

  2. Donor Relations • Activities that occur between asks • A link between donors and the organization • Acknowledgment • Recognition • Stewardship

  3. Stewardship • Noun • 1. a process whereby an organization seeks to be worthy of continued philanthropic support, including the acknowledgment of gifts, donor recognition, the honoring of donor intent, prudent investment of gifts, and the effective and efficient use of funds to further the mission of the organization • 2. the position or work of a steward Source: AFP Fundraising Directory, www.afpnet.org

  4. Donor Relations Cycle Janet L. Hedrick, "Effective Donor Relations"

  5. Acknowledgment • Private communication • Thank You Letter • Prompt • Personal • Appropriate • Informative • Can send multiple times

  6. Recognition • Process of expressing gratitude for a contribution in a public way • Signage • Named opportunities • Special presentation • Appreciation events • Gifts

  7. Isom/McGinlay – Soccer Event

  8. Bowling Trophy Event

  9. Lee Professorship Event

  10. Recognition Caveats • Donor Honor Roll debate • Know your donors and their expectations • Recognition Preferences: • Expectants • Moderates • Frugal • Secretive • Anonymous Laura Fredricks, “Developing Major Gifts: Turning Small Donors into Big Contributors”

  11. Stewardship • Process of using the gift as the donor intended and communicating with the donor about the use of their gifts • Return on investment • Reporting on unrestricted gifts

  12. Endowment report • Email Cynthia if you’d like a PDF of Trinity’s report

  13. What Do Donors Want? • Prompt Acknowledgment • Reassurance that gift will be used for specified purpose • Measurable results communicated before the next ask Source: Penelope Burk

  14. Ideas • Video • Historical • Student/Client Thank You • Scrapbook • Photo book • Storybook • Physical award/gift • Post-event photo slideshow • Newsletter/alumni magazine

  15. Your Ideas???

  16. Questions: Cynthia Uviedo Donor Relations Officer Trinity University cuviedo@trinity.edu 210-999-8075

  17. Thank You!!!