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Mid-Level Donor Stewardship -Fixing Your Hourglass or Sombrero

Shaped “Pyramid”!

Lynne M. Wester

@donorguru

@donorguru

Road Map

Understanding the Giving Gap

Benefits of Mid-Level Strategies – What’s in it for you!

What’s a Mid-Level Strategy Look Like

Visualizing the Future: Evidence for Success

Questions?

The Collapsed Giving Pyramid

Annual Fund

Major Giving

What’s Missing? No real focus on mid-level donors

The Giving Gap

What is your shape?

Who Are They?

Donor Relations

Stewardship and Impact reporting

Acknowledgment Recognition Engagement

Retention

Growth Influence

Nondonors

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• Donor Intelligence Driven

• Multi-Channel & Truly Integrated

• High Tech

• Highly Personal

• Appropriate ROI Measurements

What Mid-Level Strategy Looks Like

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5 Keys to Success

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1. Analyze current situation

2. Identify Mid-Level potential and donor interest

3. Develop Mid-Level strategies

4. Establish timelines and measures of success

5. Creating Accountability

6. Make the Case; Create win-win

7. Refine for the future

Implementation Plan Steps

Changing the Culture

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Calendar Approach

• 9/ Thank You postcard

• 10/ Hanukkah Dinner Invite

• 11/ Thank A Donor card mailed

• 11/ Send email invite to YC play 1776

• 12/ Mail Hanukkah postcard/museum invite

• 1/ email invite to private screening of "Footnotes"

• 2/ Soy Seforim Sale invite

• 2/ Purim Postcard with recipe for hamentashen

• 3/ thank a thon

• 3/2 Scholarship Reception invitation

• 4/ Scholarship impact piece mailed

• 5/ Invitation to commencement mailed

• 6/ end of FY thank you postcard

• 8/ Calendar with student art work

Tips and Tricks

Examples

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Questions? Comments

• Lynne Wester

• lynne@donorrelationsguru.com

• www.donorrelationsguru.com

• Join our Active LinkedIn Group

• Follow me on Twitter @donorguru