Donor Retention Workshop
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Transcript of Donor Retention Workshop
![Page 1: Donor Retention Workshop](https://reader031.fdocuments.in/reader031/viewer/2022032421/55a6f7731a28ab25318b486b/html5/thumbnails/1.jpg)
Donor RetentionWorkshop
![Page 2: Donor Retention Workshop](https://reader031.fdocuments.in/reader031/viewer/2022032421/55a6f7731a28ab25318b486b/html5/thumbnails/2.jpg)
Metrics »
![Page 3: Donor Retention Workshop](https://reader031.fdocuments.in/reader031/viewer/2022032421/55a6f7731a28ab25318b486b/html5/thumbnails/3.jpg)
1. Focus on what truly moves the needle
2. Don’t forget about communications
3. Personal KPIs (Key Performance Indicators)
Metrics »
![Page 4: Donor Retention Workshop](https://reader031.fdocuments.in/reader031/viewer/2022032421/55a6f7731a28ab25318b486b/html5/thumbnails/4.jpg)
Marketing Metrics »
![Page 5: Donor Retention Workshop](https://reader031.fdocuments.in/reader031/viewer/2022032421/55a6f7731a28ab25318b486b/html5/thumbnails/5.jpg)
Individual Producer Metrics »
![Page 6: Donor Retention Workshop](https://reader031.fdocuments.in/reader031/viewer/2022032421/55a6f7731a28ab25318b486b/html5/thumbnails/6.jpg)
Major Gift KPI September Goal September Actual
New Prospects 15 17
Total Prospects 140 130
Appointments Set 55 58
Appointments Kept 45 43
Gift Proposal $s $500,000 $431,000
Asks Made 20 18
Gifts Secured $200,000 $224,000
![Page 7: Donor Retention Workshop](https://reader031.fdocuments.in/reader031/viewer/2022032421/55a6f7731a28ab25318b486b/html5/thumbnails/7.jpg)
Major Gift KPI September Goal September Actual
New Prospects 15 17
Total Prospects 140 130
Outgoing Emails 500 558
Outgoing Phone Calls
250 243
Letters Sent 50 40
Asks Made 20 18
Gifts Secured $200,000 $224,000
![Page 8: Donor Retention Workshop](https://reader031.fdocuments.in/reader031/viewer/2022032421/55a6f7731a28ab25318b486b/html5/thumbnails/8.jpg)
Major Gift KPI March Goal March Actual
![Page 9: Donor Retention Workshop](https://reader031.fdocuments.in/reader031/viewer/2022032421/55a6f7731a28ab25318b486b/html5/thumbnails/9.jpg)
Appeal segmenting »
![Page 10: Donor Retention Workshop](https://reader031.fdocuments.in/reader031/viewer/2022032421/55a6f7731a28ab25318b486b/html5/thumbnails/10.jpg)
Sample Follow-Up Plan »
![Page 11: Donor Retention Workshop](https://reader031.fdocuments.in/reader031/viewer/2022032421/55a6f7731a28ab25318b486b/html5/thumbnails/11.jpg)
![Page 12: Donor Retention Workshop](https://reader031.fdocuments.in/reader031/viewer/2022032421/55a6f7731a28ab25318b486b/html5/thumbnails/12.jpg)
Timeline Segment ( ) Responsible Party
![Page 13: Donor Retention Workshop](https://reader031.fdocuments.in/reader031/viewer/2022032421/55a6f7731a28ab25318b486b/html5/thumbnails/13.jpg)
Acknowledgement segmenting »
![Page 14: Donor Retention Workshop](https://reader031.fdocuments.in/reader031/viewer/2022032421/55a6f7731a28ab25318b486b/html5/thumbnails/14.jpg)
Timeline Segment ( ) Responsible Party
![Page 16: Donor Retention Workshop](https://reader031.fdocuments.in/reader031/viewer/2022032421/55a6f7731a28ab25318b486b/html5/thumbnails/16.jpg)
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