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2014 individualstewardshipcasei

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Individual  Stewardship  Plans   Lynne  M.  Wester     @donorguru  
Involvement  vs.  Commitment    
The  Setup  is  Key   •  Who  will  manage  the  por?olio   •  How  will  communicaBon  be   delivered?   •  What  are  the  basics?   •  What  is  the  ROI  of  the  effort?  
Survey  Says…  
If  you  can  have  more  than  25…    
First  Step…  
Second  Step   •  Complete  giving  history   •  Preferences,  don’t  step  in  it!   – Names   – SeaBng   – Flowers   – Children   – Ex-­‐  spouses   •  Event  informaBon  
Other  InformaBon  to  Include     •  Looking  Ahead     •  GiW  Agreement  Requirements   •  Most  Recent  Efforts   •  Gleaning  from  contact  reports   •  Important  Dates  and  Names   – Birthday   – Anniversary  
Strategic  Habits   •  Create  a  system  that  is  invisible   •  Good  content  wins  the  day   •  Basic  informa7on/Donor  Background   •  Set  a  goal  and  a  7me  limit   •  Ac7on  Planning   •  Build  a  rou7ne  and  measure  success  
The  Promise…  
Format?     •  Checklist?   •  Spreadsheet?   •  NarraBve?   •  Calendar?   •  Form?  
The  Right  Fit   •  Ensuring  Seamless  Delivery   •  Under  promise/Over  deliver   •  How  many  is  manageable?   •  Who  helps?   •  How  to  implement  
Ques7ons?  Comments   •  Lynne  Wester   •  lynne@donorrelaBonsguru.com   •  www.donorrelaBonsguru.com   •  Friend  me  on  Facebook   •  Follow  me  on  Twi]er  @donorguru  

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2014 individualstewardshipcasei

  • 1. Individual  Stewardship  Plans   Lynne  M.  Wester     @donorguru  
  • 3. The  Setup  is  Key   •  Who  will  manage  the  por?olio   •  How  will  communicaBon  be   delivered?   •  What  are  the  basics?   •  What  is  the  ROI  of  the  effort?  
  • 5. If  you  can  have  more  than  25…    
  • 7. Second  Step   •  Complete  giving  history   •  Preferences,  don’t  step  in  it!   – Names   – SeaBng   – Flowers   – Children   – Ex-­‐  spouses   •  Event  informaBon  
  • 8. Other  InformaBon  to  Include     •  Looking  Ahead     •  GiW  Agreement  Requirements   •  Most  Recent  Efforts   •  Gleaning  from  contact  reports   •  Important  Dates  and  Names   – Birthday   – Anniversary  
  • 9. Strategic  Habits   •  Create  a  system  that  is  invisible   •  Good  content  wins  the  day   •  Basic  informa7on/Donor  Background   •  Set  a  goal  and  a  7me  limit   •  Ac7on  Planning   •  Build  a  rou7ne  and  measure  success  
  • 11. Format?     •  Checklist?   •  Spreadsheet?   •  NarraBve?   •  Calendar?   •  Form?  
  • 12.
  • 13.
  • 14.
  • 15. The  Right  Fit   •  Ensuring  Seamless  Delivery   •  Under  promise/Over  deliver   •  How  many  is  manageable?   •  Who  helps?   •  How  to  implement  
  • 16. Ques7ons?  Comments   •  Lynne  Wester   •  lynne@donorrelaBonsguru.com   •  www.donorrelaBonsguru.com   •  Friend  me  on  Facebook   •  Follow  me  on  Twi]er  @donorguru