Donor Relations and Stewardship
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Presented by Barbara Talisman www.3talisman.com www.talismantol.wordpress.com [email protected] 312.733.7520 D ONOR R ELATIONS & S TEWARDSHIP
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Our donors rely on us to use their money effectively, efficiently and as promised. We are representatives of our organizations and those we serve. Donor relations and stewardship is all about delivering on what we promise, keeping donors informed (good news and bad) and engaging them with our organization. This session will discuss best practices in donor stewardship and what methods might work within your organization. At the conclusion of this session, participants will know how to: Create a donor communication plan; including crisis communication, Effectively communicate with donors of all levels, Read, review and share annual report, 990's, organization budgets and investment policies, Cultivate a relationship with a donor that is based on donor needs and interests.
Transcript of Donor Relations and Stewardship
Presented by
Barbara Talisman
www.3talisman.com
www.talismantol.wordpress.com
312.733.7520
DONOR RELATIONS & STEWARDSHIP
Barbara TalismanBarbara Talisman has more than 20 years of experience in fundraising and nonprofit consulting. As Vice President, serves as a strategic consultant to Ketchum and Pursuant Agencyclients. Barbara brings her experience in fundraising, board development, executive coaching as well as facilitating workshops at conferences worldwide. Talisman clients include human service, healthcare, education, international affairs and arts organizations. Barbara started fundraising on the campaign trail and began her nonprofit fundraising with the American Heart Association and continued at the Anti-Defamation League.She is a well-known and well-respected industry leader with expertise that includes board and membership development, donor cultivation programs, major gift solicitation and grant writing, volunteer recruitment and corporate partnership. A social media early adopter, she demonstrates her talents and proficiency in online communication through her presence on, Twitter, an e-mail newsletter, and her blog, Talisman Thinking Out Loud. Barbara also has a radio show called Making a Difference, where she interviews nonprofit thought leaders who share how they are inspiring change and rising to meet challenges with solutions that effectively advance their causes.Barbara is an Association of Fundraising Professionals (AFP) certified Master Trainer. She speaks at industry conferences around the world and leads workshops on many fundraising and nonprofit topics. Barbara has written for influential industry publications including Fund Raising Management, Fundraising Success, Advancing Philanthropy, and Clout. A member of the AFP Chicago, Barbara was honored with the President's Award from the Chicago chapter for her outstanding service to the chapter and to the fundraising profession.Barbara holds a Bachelor's degree from Case Western Reserve University. She has continued her education through workshops and classes at ZingTrain, BoardSource, The Institute for Charitable Giving, Vanderbilt University, AFP regional and international conferences, and Indiana University School of Philanthropy.
ROUTE MAP
Donor Centered Relationship
What is stewardship?
Who to “steward”?
How to “steward”?
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Q & A throughout
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DEFINITION OF
“Donor relations and stewardship
professionals support the
development profession by
recognizing and thanking donors
in a fashion that will cultivate future giving
to nonprofit organizations.”
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DEFINITION COURTESY OF UC
BERKELEY NANCY MCK INNEY
Donor Relations: The overall effort that
enhances and advances the donor’s
connection to the organization by
strengthening association and providing
relationship value
Stewardship: Activities that aid us in
meeting the core responsibilities of
accountability and communication with
the donor
Annual GiftsEmail, letters, phone bank, social media
Mass communication but personalized, PURLS, ask
them to raise their hand.
Major GiftsOne-on-one communication, in person, with others,
Receptions and special recognition opportunities
Ultimate GiftsMore involvement based on interests
One on one, personalize, more time
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AFTER THE GIFT
Acknowledgement
Recognition
Reporting
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ACKNOWLEDGEMENT
Thank you letters
Gift receipts
Who thanks when?
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RECOGNITION
Giving clubs
Annual Fund
Planned Giving
Major Giving
Endowments/Capital
Annual/Cumulative/Legacy
Cash v. Pledges
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REPORTING
Transparency
How often?
Fiscal responsibility
Think investor relationship
More than annual reporting
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COMMUNICATION
How often?
What kind?
When?
What method?
Based on donor needs, interest
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ALL ABOUT THE DONOR
Ask them what they want?
Preferred method of communication
What are their interests so we talk to
them about those interests
Surprise them
Annual GiftsEmail, letters, phone bank, social media
Mass communication but personalized, PURLS, ask
them to raise their hand.
Major GiftsOne-on-one communication, in person, with others,
Receptions and special recognition opportunities
Ultimate GiftsMore involvement based on interests
One on one, personalize, more time
KEYS TO SUCCESS
Based on donor interests
Listening carefully
Deliver on promises
Appropriate recognition
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LIVE IT – EVERYDAY
Partner with donors or prospects
Thank you calls to donors
Site visits to organization events,
programs
Personal notes
Ongoing
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JUST DO IT!
If you can read this you are
not visiting with donors!
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TO FIND OUT MORE…
312.733.7520
Email [email protected]
www.pursuantgroup.com
www.talismantol.wordpress.com
@BTalisman
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