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Donor Relations and Stewardship to
Engage Annual Giving Donors
Lynne M. Wester
@donorguru
Road Map
• Why Annual Donors Matter
• What if?
• Status Quo?
• Techniques
• Best Practices
Why Annual Donors Matter
• Small and Mighty
• Grants, Rankings and Other Beasts
• Retention Percentage
• Test Donors
• Pipeline
What if?
• You were able to raise your first time donor
retention from 48% to 58%?
• What would that means in terms of $s and
Donors?
• How does that effect your pipeline?
• Happy Donors tell…
• Unhappy Donors tell…
Status Quo?
• Receipt within 48 hours
• Acknowledgment within…?
• Is that all?
• Don’t send a decal, magnet, pen, etc
• Don’t ask again right away
Techniques
• First Time Donors Need their own program
Segments to Watch For
• Loyal Donors
• Married Alums
• Dual Degrees
• Widowed Donors/Golden Oldies
• Monthly Donors
• Employees/Faculty/Staff
• Recent Graduates/Younger Donors
• Digital Donors
Ideas
• Focus on endurance of gift, not size of gift
• One special touch a year aimed at their
population
• Channel Matters
• Tell Stories
• Show Impact
Best Practices
LUST
LUST
Report Impact
The BEST!!
Thank You, Questions?
• Lynne M. Wester
• www.donorrelationsguru.com
• @donorguru

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2014 big12annualgi ving

  • 1. Donor Relations and Stewardship to Engage Annual Giving Donors Lynne M. Wester @donorguru
  • 2. Road Map • Why Annual Donors Matter • What if? • Status Quo? • Techniques • Best Practices
  • 3.
  • 4. Why Annual Donors Matter • Small and Mighty • Grants, Rankings and Other Beasts • Retention Percentage • Test Donors • Pipeline
  • 5. What if? • You were able to raise your first time donor retention from 48% to 58%? • What would that means in terms of $s and Donors? • How does that effect your pipeline? • Happy Donors tell… • Unhappy Donors tell…
  • 6. Status Quo? • Receipt within 48 hours • Acknowledgment within…? • Is that all? • Don’t send a decal, magnet, pen, etc • Don’t ask again right away
  • 7. Techniques • First Time Donors Need their own program
  • 8. Segments to Watch For • Loyal Donors • Married Alums • Dual Degrees • Widowed Donors/Golden Oldies • Monthly Donors • Employees/Faculty/Staff • Recent Graduates/Younger Donors • Digital Donors
  • 9.
  • 10.
  • 11. Ideas • Focus on endurance of gift, not size of gift • One special touch a year aimed at their population • Channel Matters • Tell Stories • Show Impact
  • 13. LUST
  • 14. LUST
  • 15.
  • 16.
  • 18.
  • 19.
  • 20.
  • 21.
  • 22.
  • 23.
  • 25. Thank You, Questions? • Lynne M. Wester • www.donorrelationsguru.com • @donorguru