1. ROI on Donor Relations
& Stewardship
Programs

2. Definition
Definition of 'Return On Investment - ROI'
A performance measure used to evaluate the
efficiency of an investment or to compare the
efficiency of a number of different investments.
Courtesy of investopedia.com

3. Calculation
To calculate ROI, the benefit (return) of an
investment is divided by the cost of the
investment; the result is expressed as a
percentage or a ratio. The return on investment
formula:
(Gain on Investment – Cost of Investment)
ROI = Cost of Investment

4. Family Talk
What is your leadership really asking for
when they talk about ROI and metrics?

5. It’s More than Measuring Quantity

6. It’s More Than Tracking Activity

7. Measuring Impact, Affect, Change
• Track what you do
• Observe affect; Observe donor behavior
• Measure results
• Apply the ROI formula
• Supplement with qualitative returns

8. Survey says…

9. Three Key Areas for DR&S ROI
• Retention
• Upgrades
• Lifetime Value

10. Story Time

11. Know Your Value
What is your leadership really asking for when
they talk about ROI and metrics?
• Start Small
• Set aside Time at Weekly or Monthly Intervals
• Make it a Personal Priority
• Get Buy In and Feedback from Leadership
• Be Strategic!

12. Questions? Comments
• Lynne Wester
wester@yu.edu
www.donorrelationsguru.com
Follow me on Twitter @donorguru
• Colleen A. Brade, CFRE
colleen.brade@ruffalocody.com