The document discusses setting up individual stewardship plans for donors. It recommends determining who will manage the donor portfolios, how communication will be delivered, and establishing basics like return on investment. Key steps include collecting a donor's complete giving history, preferences, and important dates. The format of the stewardship plan needs to be determined, with options like a checklist, spreadsheet, narrative or calendar discussed. Ensuring seamless delivery and keeping the number of plans manageable is also advised.

1. Individual
Stewardship
Plans
Lynne
M.
Wester
@donorguru

2. Involvement
vs.
Commitment

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?

4. Survey
Says…

5. If
you
can
have
more
than
25…

6. First
Step…

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

10. The
Promise…

11. Format?
• Checklist?
• Spreadsheet?
• NarraBve?
• Calendar?
• Form?

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
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me
on
Twi]er
@donorguru