Thanks For Everything! Stewardship Strategies For The Small Anti-Violence Organization
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Transcript of Thanks For Everything! Stewardship Strategies For The Small Anti-Violence Organization
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Thanks For Everything! Stewardship Strategies For The Small Anti-Violence Organization
Alyson CulinDevelopment & Marketing DirectorOrange County Rape Crisis [email protected]
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What Is Stewardship?• Definition: Maintaining
good relations with people who are already supporting your agency.
• NOT cultivation, which is bringing in new people.
• Today’s focus: Strategy around thanking• Consider resources and
return on investment (ROI)• Create a strategy, not a checklist
Stewardship
CultivationSolicitation
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Who is Your Audience?• Donors• Volunteers• Board of Directors (current and former)
• Staff (current and former)
• Grantors• ??
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Thanking Donors – Process • Each task, who is responsible for it, and general timeline
• Consider separation of duties• Legal and contractual (grant) requirements
• Tax deductible info• Technical info
• How to use the database• Who to contact if difficulties• Templates for letters
• Alternate instructions for different types of giving• Different plan for different levels of giving• Checks vs credit card vs online giving• Recurring gifts• In-kind donations• Corporations, businesses, groups
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ASC gets and opens mail
DMD processes deposit
(ASC takes deposit to bank)
(ED approves deposit)
(Bookkeeper…)
ASC enters donations into
database and prints TY letters/envelopes
ED signs and adds a short handwritten
message
DMD adds a personal note to
contacts
ASC stuffs, mails. New donors get
welcome package.
ED writes note card for
acknowledgements
ED writes handwritten note card within about a month
Board (Exec Cmte) calls $100+ donors
within about a month
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Thanking Donors – The TY Letter• Warm, sincere, quick.
• New letter every 6-12 months.
• Special letter for each campaign or event.
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Thanking Donors – Components of the TY Letter• Date• Donor’s name and address• Personal greeting (i.e. “Dear Mary,” NOT “Dear friend,”)• IMPACT of gift
• Donor-centered language (i.e. “you,” “your gift,” etc.)• Feelings > Facts
• Special events, recent news, etc. Offer a tour/visit.• Who the donor should contact with questions.• Real signature with a personalized note.• Tax info
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Thanking Donors – The TY Call• Short time investment and has the potential for large
impact• Much easier to convince your Board to make TY calls
rather than solicitation calls!• Components:
• Hello• Thank you• Pause• Question• Thank you
Call Date Donor Name Left message or chatted Notes
Sample Call Report Form
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Thanking Donors – Ideas?• Handwritten note card• Phone call• Email• Call or note from the ED• Call or note from the Board• Call or note from a program staff member• Note from a client• Photograph of your agency in action• Invite for a tour• Lunch or appreciation event for biggest donors• ???
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Appreciating Volunteers• Communicating authentic gratitude• Ideas
• Volunteer socials: parties, potlucks • Provide meals at trainings, meetings• Small gifts• Recognition in newsletter, social media, etc.• Volunteer awards• Saying a simple thank you• Writing/emailing notes• ???
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Interacting with Supporters• Important to have real relationships and display sincere,
personalized gratitude• Create opportunities to interact that don’t ask for money
(or have a passive ask)• Communications that don’t ask for money. Personal is
best.• Identify biggest supporters and create a specialized plan
for them.
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Takeaways
• SINCERITY
• Create a strategy, not a checklist• Consider resources & ROI
• What is one idea from today that you want to try to implement immediately?
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