SlideShare a Scribd company logo
1 of 25
Moving donors ‘up’ the
      pyramid
      Supporter Care & Stewardship Conference
                 21 September 2012

                   Alison Thompson
      Head of High Value University Fundraising
 Fundraising & Supporter Development, King’s College
                        London
Fundraising perfection
Your donor pyramid?



         OR       OR
What is the mid-level?
A numbers game


         10% of your goal   1 donor!


         40% of your goal   10 donors



         40% of your goal   100 donors


         10% of your goal   All other donors
Why invest in the mid-level?
   £1 million income:
King’s campaign

                                              Total number of gifts        Total number gifts received Total value of gifts received Total Gift Amount needed
Size of Gift    Average Gift Size             needed                       so far                      so far (£)                    (£)

£20M+                          20,000,000                             1                              1                 20,000,000                  20,000,000

£10M-£19.9M                    15,000,000                             1                              0                           0                              0

£5M-£9.9M                       7,500,000                             6                              3                 17,000,000                  45,000,000

£1.5M-£4.9M                     3,250,000                             16                            18                 48,705,754                  52,000,000

£500k-£1.49M                    1,000,000                             45                            34                 25,544,903                  45,000,000

£100k-£499.9k                       300,000                       174                             158                  28,183,671                  52,200,000

£50k-£99.9                           75,000                       108                             139                   9,617,383                    8,100,000

£10k-£49.9                           30,000                       237                             299                   6,809,426                    7,110,000

£1k-£9.9k                             5000                        660                             788                   1,743,263                    3,300,000
When to define a                  Identify
stewardship
strategy
                                 Research


               Steward                             Plan




                                                    Cultivate
           Thanking
                                                    & Involve




                         Close               Ask
And in a campaign?
            •    2004:
Selecting         – Campaign I closed with £44m raised
            •    2005-7:
projects
                  – Feasibility study immediately commenced
                  – Evaluation of Campaign I and analysis of donors
                  – Planning for Campaign II and identification of priorities
Testing     •    2008-2010:
projects          – Development of Case for Support and Campaign Brand: World
                      questions|King’s answers
                  – Recruiting the Campaign Board, Campaign ‘quiet phase’
                  – Define & refine gift pyramid & stewardship matrix
 Quiet
            •    November 2010:
 phase
                  – World questions|King’s answers public launch with simultaneous
                      events in London, Hong Kong and New York
            •   2012:
 Public           – Donor events capitalising on publicity around launch
Launch            – £380m raised against goal of £500m
Recognising the mid-level

 Tate patrons
Beware what you promise
  $ millions
Alzheimer’s Association - USA
Building a community




      The Alzheimer's Association Zenith Society represents the Association's leading
      philanthropists…In FY11, the group grew to include 53 members and awarded four
 research grants totalling $1.8 million. Since its inception, the Zenith Fellows program has
                        awarded over $27 million to more than 100 researchers worldwide.
National Trust – Benefactors (£1,000-
£4,999)
National Trust – Quercus
(+£5,000)
‘A newsletter for Stanford’s most
generous donors’ director at Goldman Sachs, Rick Sapp,
          “As a former managing
                ’78, is no stranger to high-risk ventures. So when he learned
                about Bio-X, Stanford’s pioneering interdisciplinary program
                that provides seed funding to high-risk science, he followed it
                with keen interest. He can’t cure Parkinson’s or cerebral palsy,
                but he hopes to provide financial resources to someone who
                can.”
Getting the messaging right
Stewardship is not about the money, it’s about the work
 that being carried out. If you start by talking about the
   money you won’t get more and you won’t deserve
                           more.


Alison Thompson on Harold Sumption, 1916-1998
Council member at Oxfam 1950 until his death
Honorary Fellow, Institute of Fundraising
Donor Motivations

        Emotional benefit

        Social benefit

        Financial benefit

        Insurance

        Altruism
Making stewardship stories a
SUCCESs
      Simple
     Unexpected
     Concrete
     Credible
     Emotion
     Stories          Making it Stick
                      Chip & Dan Heath
Have you got who it
takes?
Gift Agreements
Naming policy
A final thought…
Moving donors up the pyramid   alison thompson - kings college london

More Related Content

Similar to Moving donors up the pyramid alison thompson - kings college london

Embarking on a large capital appeal
Embarking on a large capital appealEmbarking on a large capital appeal
Embarking on a large capital appeal
Natalie Blackburn
 
Presentation powerpoint
Presentation powerpointPresentation powerpoint
Presentation powerpoint
Ch33kybum1
 
Future of Fitness Road Show 2012 - Craig McAteer
Future of Fitness Road Show 2012 - Craig McAteerFuture of Fitness Road Show 2012 - Craig McAteer
Future of Fitness Road Show 2012 - Craig McAteer
lesmills
 
Savills Residential Capital Markets Brochure 2016_final
Savills Residential Capital Markets Brochure 2016_finalSavills Residential Capital Markets Brochure 2016_final
Savills Residential Capital Markets Brochure 2016_final
Piers de Winton
 

Similar to Moving donors up the pyramid alison thompson - kings college london (20)

Embarking on a large capital appeal
Embarking on a large capital appealEmbarking on a large capital appeal
Embarking on a large capital appeal
 
Startup fundraising 2012
Startup fundraising   2012Startup fundraising   2012
Startup fundraising 2012
 
Presentation powerpoint
Presentation powerpointPresentation powerpoint
Presentation powerpoint
 
Heritage lottery fund presentation boardroom
Heritage lottery fund presentation boardroomHeritage lottery fund presentation boardroom
Heritage lottery fund presentation boardroom
 
IGS Restack Workshop Presentation: Nov 2012
IGS Restack Workshop Presentation: Nov 2012IGS Restack Workshop Presentation: Nov 2012
IGS Restack Workshop Presentation: Nov 2012
 
Annual Charity Seminar 2016
Annual Charity Seminar 2016Annual Charity Seminar 2016
Annual Charity Seminar 2016
 
Heritage Lottery Fund Presentation Boardroom
Heritage Lottery Fund Presentation BoardroomHeritage Lottery Fund Presentation Boardroom
Heritage Lottery Fund Presentation Boardroom
 
Using research effectively
Using research effectively Using research effectively
Using research effectively
 
Big Lottery Info
Big Lottery InfoBig Lottery Info
Big Lottery Info
 
Future of Fitness Road Show 2012 - Craig McAteer
Future of Fitness Road Show 2012 - Craig McAteerFuture of Fitness Road Show 2012 - Craig McAteer
Future of Fitness Road Show 2012 - Craig McAteer
 
Crowdfunding for High-Growth Ventures
Crowdfunding for High-Growth VenturesCrowdfunding for High-Growth Ventures
Crowdfunding for High-Growth Ventures
 
Savills Residential Capital Markets Brochure 2016_final
Savills Residential Capital Markets Brochure 2016_finalSavills Residential Capital Markets Brochure 2016_final
Savills Residential Capital Markets Brochure 2016_final
 
State of the UK voluntary sector, early May 2017
State of the UK voluntary sector, early May 2017State of the UK voluntary sector, early May 2017
State of the UK voluntary sector, early May 2017
 
Botanoo 2011
Botanoo 2011Botanoo 2011
Botanoo 2011
 
Cruk
CrukCruk
Cruk
 
How to make a BIG difference to your community
How to make a BIG difference to your communityHow to make a BIG difference to your community
How to make a BIG difference to your community
 
How to make a BIG difference to your community
How to make a BIG difference to your communityHow to make a BIG difference to your community
How to make a BIG difference to your community
 
Jeff Lynn - Seedrs - UK - Equity Crowdfunding in Europe - Stanford Engineerin...
Jeff Lynn - Seedrs - UK - Equity Crowdfunding in Europe - Stanford Engineerin...Jeff Lynn - Seedrs - UK - Equity Crowdfunding in Europe - Stanford Engineerin...
Jeff Lynn - Seedrs - UK - Equity Crowdfunding in Europe - Stanford Engineerin...
 
Britvic Employee Referral Programme
Britvic Employee Referral ProgrammeBritvic Employee Referral Programme
Britvic Employee Referral Programme
 
Quarterly Investment Briefing (QIB) Q4: Funds and fun
Quarterly Investment Briefing (QIB) Q4: Funds and funQuarterly Investment Briefing (QIB) Q4: Funds and fun
Quarterly Investment Briefing (QIB) Q4: Funds and fun
 

More from iof_events

Successful legacy fundraising adrian sargeant1
Successful legacy fundraising   adrian sargeant1Successful legacy fundraising   adrian sargeant1
Successful legacy fundraising adrian sargeant1
iof_events
 
Panel discussion working together victoria jones
Panel discussion working together   victoria jonesPanel discussion working together   victoria jones
Panel discussion working together victoria jones
iof_events
 
Panel discussion working together - helen hoare - age uk
Panel discussion   working together - helen hoare - age ukPanel discussion   working together - helen hoare - age uk
Panel discussion working together - helen hoare - age uk
iof_events
 
Legacy promotion in a recession eifron hopper - rnib
Legacy promotion in a recession   eifron hopper - rnibLegacy promotion in a recession   eifron hopper - rnib
Legacy promotion in a recession eifron hopper - rnib
iof_events
 
Is there a perfect supporter day formula
Is there a perfect supporter day formulaIs there a perfect supporter day formula
Is there a perfect supporter day formula
iof_events
 
How to double your number of known legators in 12 months andrew gilruth - gwct
How to double your number of known legators in 12 months   andrew gilruth - gwctHow to double your number of known legators in 12 months   andrew gilruth - gwct
How to double your number of known legators in 12 months andrew gilruth - gwct
iof_events
 
How to avoid some of the pitfalls when deploying legacy targeting models da...
How to avoid some of the pitfalls when deploying legacy targeting models   da...How to avoid some of the pitfalls when deploying legacy targeting models   da...
How to avoid some of the pitfalls when deploying legacy targeting models da...
iof_events
 
Can a telephone campaign be an integral element of your legacy marketing stra...
Can a telephone campaign be an integral element of your legacy marketing stra...Can a telephone campaign be an integral element of your legacy marketing stra...
Can a telephone campaign be an integral element of your legacy marketing stra...
iof_events
 
The good, the bad and the ugly of legacy fundraising richard radcliffe
The good, the bad and the ugly of legacy fundraising   richard radcliffeThe good, the bad and the ugly of legacy fundraising   richard radcliffe
The good, the bad and the ugly of legacy fundraising richard radcliffe
iof_events
 
Making a real difference to retention norman barrett, hugh mc caw, nick pride
Making a real difference to retention   norman barrett, hugh mc caw, nick prideMaking a real difference to retention   norman barrett, hugh mc caw, nick pride
Making a real difference to retention norman barrett, hugh mc caw, nick pride
iof_events
 
If you love your donors, set them free sonya trivedy, amanda beamon - terre...
If you love your donors, set them free   sonya trivedy, amanda beamon - terre...If you love your donors, set them free   sonya trivedy, amanda beamon - terre...
If you love your donors, set them free sonya trivedy, amanda beamon - terre...
iof_events
 
Effective complaint handling stephen haseltine - british heart foundation
Effective complaint handling   stephen haseltine - british heart foundationEffective complaint handling   stephen haseltine - british heart foundation
Effective complaint handling stephen haseltine - british heart foundation
iof_events
 
Don’t just ask what your supporters can do for you gary hancock - customer ...
Don’t just ask what your supporters can do for you   gary hancock - customer ...Don’t just ask what your supporters can do for you   gary hancock - customer ...
Don’t just ask what your supporters can do for you gary hancock - customer ...
iof_events
 
Data protection janine paterson - direct marketing association
Data protection   janine paterson - direct marketing associationData protection   janine paterson - direct marketing association
Data protection janine paterson - direct marketing association
iof_events
 
Can you diversify your audience without losing your existing core andrew gi...
Can you diversify your audience without losing your existing core   andrew gi...Can you diversify your audience without losing your existing core   andrew gi...
Can you diversify your audience without losing your existing core andrew gi...
iof_events
 
Empire building is so last century - imogen ward - merlin
Empire building is so last century - imogen ward - merlinEmpire building is so last century - imogen ward - merlin
Empire building is so last century - imogen ward - merlin
iof_events
 
Portrait of the nation an integrated campaign - catrin tilley - national ga...
Portrait of the nation   an integrated campaign - catrin tilley - national ga...Portrait of the nation   an integrated campaign - catrin tilley - national ga...
Portrait of the nation an integrated campaign - catrin tilley - national ga...
iof_events
 
Linking pr and communications to your brand simon bottery - independent age
Linking pr and communications to your brand   simon bottery - independent ageLinking pr and communications to your brand   simon bottery - independent age
Linking pr and communications to your brand simon bottery - independent age
iof_events
 
International missing childrens day 2012 clare cook - missing people
International missing childrens day 2012   clare cook - missing peopleInternational missing childrens day 2012   clare cook - missing people
International missing childrens day 2012 clare cook - missing people
iof_events
 
In search of the compelling and consistent message paul stein - world jewis...
In search of the compelling and consistent message   paul stein - world jewis...In search of the compelling and consistent message   paul stein - world jewis...
In search of the compelling and consistent message paul stein - world jewis...
iof_events
 

More from iof_events (20)

Successful legacy fundraising adrian sargeant1
Successful legacy fundraising   adrian sargeant1Successful legacy fundraising   adrian sargeant1
Successful legacy fundraising adrian sargeant1
 
Panel discussion working together victoria jones
Panel discussion working together   victoria jonesPanel discussion working together   victoria jones
Panel discussion working together victoria jones
 
Panel discussion working together - helen hoare - age uk
Panel discussion   working together - helen hoare - age ukPanel discussion   working together - helen hoare - age uk
Panel discussion working together - helen hoare - age uk
 
Legacy promotion in a recession eifron hopper - rnib
Legacy promotion in a recession   eifron hopper - rnibLegacy promotion in a recession   eifron hopper - rnib
Legacy promotion in a recession eifron hopper - rnib
 
Is there a perfect supporter day formula
Is there a perfect supporter day formulaIs there a perfect supporter day formula
Is there a perfect supporter day formula
 
How to double your number of known legators in 12 months andrew gilruth - gwct
How to double your number of known legators in 12 months   andrew gilruth - gwctHow to double your number of known legators in 12 months   andrew gilruth - gwct
How to double your number of known legators in 12 months andrew gilruth - gwct
 
How to avoid some of the pitfalls when deploying legacy targeting models da...
How to avoid some of the pitfalls when deploying legacy targeting models   da...How to avoid some of the pitfalls when deploying legacy targeting models   da...
How to avoid some of the pitfalls when deploying legacy targeting models da...
 
Can a telephone campaign be an integral element of your legacy marketing stra...
Can a telephone campaign be an integral element of your legacy marketing stra...Can a telephone campaign be an integral element of your legacy marketing stra...
Can a telephone campaign be an integral element of your legacy marketing stra...
 
The good, the bad and the ugly of legacy fundraising richard radcliffe
The good, the bad and the ugly of legacy fundraising   richard radcliffeThe good, the bad and the ugly of legacy fundraising   richard radcliffe
The good, the bad and the ugly of legacy fundraising richard radcliffe
 
Making a real difference to retention norman barrett, hugh mc caw, nick pride
Making a real difference to retention   norman barrett, hugh mc caw, nick prideMaking a real difference to retention   norman barrett, hugh mc caw, nick pride
Making a real difference to retention norman barrett, hugh mc caw, nick pride
 
If you love your donors, set them free sonya trivedy, amanda beamon - terre...
If you love your donors, set them free   sonya trivedy, amanda beamon - terre...If you love your donors, set them free   sonya trivedy, amanda beamon - terre...
If you love your donors, set them free sonya trivedy, amanda beamon - terre...
 
Effective complaint handling stephen haseltine - british heart foundation
Effective complaint handling   stephen haseltine - british heart foundationEffective complaint handling   stephen haseltine - british heart foundation
Effective complaint handling stephen haseltine - british heart foundation
 
Don’t just ask what your supporters can do for you gary hancock - customer ...
Don’t just ask what your supporters can do for you   gary hancock - customer ...Don’t just ask what your supporters can do for you   gary hancock - customer ...
Don’t just ask what your supporters can do for you gary hancock - customer ...
 
Data protection janine paterson - direct marketing association
Data protection   janine paterson - direct marketing associationData protection   janine paterson - direct marketing association
Data protection janine paterson - direct marketing association
 
Can you diversify your audience without losing your existing core andrew gi...
Can you diversify your audience without losing your existing core   andrew gi...Can you diversify your audience without losing your existing core   andrew gi...
Can you diversify your audience without losing your existing core andrew gi...
 
Empire building is so last century - imogen ward - merlin
Empire building is so last century - imogen ward - merlinEmpire building is so last century - imogen ward - merlin
Empire building is so last century - imogen ward - merlin
 
Portrait of the nation an integrated campaign - catrin tilley - national ga...
Portrait of the nation   an integrated campaign - catrin tilley - national ga...Portrait of the nation   an integrated campaign - catrin tilley - national ga...
Portrait of the nation an integrated campaign - catrin tilley - national ga...
 
Linking pr and communications to your brand simon bottery - independent age
Linking pr and communications to your brand   simon bottery - independent ageLinking pr and communications to your brand   simon bottery - independent age
Linking pr and communications to your brand simon bottery - independent age
 
International missing childrens day 2012 clare cook - missing people
International missing childrens day 2012   clare cook - missing peopleInternational missing childrens day 2012   clare cook - missing people
International missing childrens day 2012 clare cook - missing people
 
In search of the compelling and consistent message paul stein - world jewis...
In search of the compelling and consistent message   paul stein - world jewis...In search of the compelling and consistent message   paul stein - world jewis...
In search of the compelling and consistent message paul stein - world jewis...
 

Recently uploaded

Seal of Good Local Governance (SGLG) 2024Final.pptx
Seal of Good Local Governance (SGLG) 2024Final.pptxSeal of Good Local Governance (SGLG) 2024Final.pptx
Seal of Good Local Governance (SGLG) 2024Final.pptx
negromaestrong
 
Spellings Wk 3 English CAPS CARES Please Practise
Spellings Wk 3 English CAPS CARES Please PractiseSpellings Wk 3 English CAPS CARES Please Practise
Spellings Wk 3 English CAPS CARES Please Practise
AnaAcapella
 
1029 - Danh muc Sach Giao Khoa 10 . pdf
1029 -  Danh muc Sach Giao Khoa 10 . pdf1029 -  Danh muc Sach Giao Khoa 10 . pdf
1029 - Danh muc Sach Giao Khoa 10 . pdf
QucHHunhnh
 

Recently uploaded (20)

How to Manage Global Discount in Odoo 17 POS
How to Manage Global Discount in Odoo 17 POSHow to Manage Global Discount in Odoo 17 POS
How to Manage Global Discount in Odoo 17 POS
 
Food safety_Challenges food safety laboratories_.pdf
Food safety_Challenges food safety laboratories_.pdfFood safety_Challenges food safety laboratories_.pdf
Food safety_Challenges food safety laboratories_.pdf
 
UGC NET Paper 1 Mathematical Reasoning & Aptitude.pdf
UGC NET Paper 1 Mathematical Reasoning & Aptitude.pdfUGC NET Paper 1 Mathematical Reasoning & Aptitude.pdf
UGC NET Paper 1 Mathematical Reasoning & Aptitude.pdf
 
ICT role in 21st century education and it's challenges.
ICT role in 21st century education and it's challenges.ICT role in 21st century education and it's challenges.
ICT role in 21st century education and it's challenges.
 
Asian American Pacific Islander Month DDSD 2024.pptx
Asian American Pacific Islander Month DDSD 2024.pptxAsian American Pacific Islander Month DDSD 2024.pptx
Asian American Pacific Islander Month DDSD 2024.pptx
 
Unit-IV; Professional Sales Representative (PSR).pptx
Unit-IV; Professional Sales Representative (PSR).pptxUnit-IV; Professional Sales Representative (PSR).pptx
Unit-IV; Professional Sales Representative (PSR).pptx
 
Introduction to Nonprofit Accounting: The Basics
Introduction to Nonprofit Accounting: The BasicsIntroduction to Nonprofit Accounting: The Basics
Introduction to Nonprofit Accounting: The Basics
 
Holdier Curriculum Vitae (April 2024).pdf
Holdier Curriculum Vitae (April 2024).pdfHoldier Curriculum Vitae (April 2024).pdf
Holdier Curriculum Vitae (April 2024).pdf
 
SOC 101 Demonstration of Learning Presentation
SOC 101 Demonstration of Learning PresentationSOC 101 Demonstration of Learning Presentation
SOC 101 Demonstration of Learning Presentation
 
Dyslexia AI Workshop for Slideshare.pptx
Dyslexia AI Workshop for Slideshare.pptxDyslexia AI Workshop for Slideshare.pptx
Dyslexia AI Workshop for Slideshare.pptx
 
Understanding Accommodations and Modifications
Understanding  Accommodations and ModificationsUnderstanding  Accommodations and Modifications
Understanding Accommodations and Modifications
 
Seal of Good Local Governance (SGLG) 2024Final.pptx
Seal of Good Local Governance (SGLG) 2024Final.pptxSeal of Good Local Governance (SGLG) 2024Final.pptx
Seal of Good Local Governance (SGLG) 2024Final.pptx
 
Key note speaker Neum_Admir Softic_ENG.pdf
Key note speaker Neum_Admir Softic_ENG.pdfKey note speaker Neum_Admir Softic_ENG.pdf
Key note speaker Neum_Admir Softic_ENG.pdf
 
Basic Civil Engineering first year Notes- Chapter 4 Building.pptx
Basic Civil Engineering first year Notes- Chapter 4 Building.pptxBasic Civil Engineering first year Notes- Chapter 4 Building.pptx
Basic Civil Engineering first year Notes- Chapter 4 Building.pptx
 
Spellings Wk 3 English CAPS CARES Please Practise
Spellings Wk 3 English CAPS CARES Please PractiseSpellings Wk 3 English CAPS CARES Please Practise
Spellings Wk 3 English CAPS CARES Please Practise
 
ComPTIA Overview | Comptia Security+ Book SY0-701
ComPTIA Overview | Comptia Security+ Book SY0-701ComPTIA Overview | Comptia Security+ Book SY0-701
ComPTIA Overview | Comptia Security+ Book SY0-701
 
Python Notes for mca i year students osmania university.docx
Python Notes for mca i year students osmania university.docxPython Notes for mca i year students osmania university.docx
Python Notes for mca i year students osmania university.docx
 
psychiatric nursing HISTORY COLLECTION .docx
psychiatric  nursing HISTORY  COLLECTION  .docxpsychiatric  nursing HISTORY  COLLECTION  .docx
psychiatric nursing HISTORY COLLECTION .docx
 
Kodo Millet PPT made by Ghanshyam bairwa college of Agriculture kumher bhara...
Kodo Millet  PPT made by Ghanshyam bairwa college of Agriculture kumher bhara...Kodo Millet  PPT made by Ghanshyam bairwa college of Agriculture kumher bhara...
Kodo Millet PPT made by Ghanshyam bairwa college of Agriculture kumher bhara...
 
1029 - Danh muc Sach Giao Khoa 10 . pdf
1029 -  Danh muc Sach Giao Khoa 10 . pdf1029 -  Danh muc Sach Giao Khoa 10 . pdf
1029 - Danh muc Sach Giao Khoa 10 . pdf
 

Moving donors up the pyramid alison thompson - kings college london

  • 1. Moving donors ‘up’ the pyramid Supporter Care & Stewardship Conference 21 September 2012 Alison Thompson Head of High Value University Fundraising Fundraising & Supporter Development, King’s College London
  • 4. What is the mid-level?
  • 5. A numbers game 10% of your goal 1 donor! 40% of your goal 10 donors 40% of your goal 100 donors 10% of your goal All other donors
  • 6. Why invest in the mid-level? £1 million income:
  • 7. King’s campaign Total number of gifts Total number gifts received Total value of gifts received Total Gift Amount needed Size of Gift Average Gift Size needed so far so far (£) (£) £20M+ 20,000,000 1 1 20,000,000 20,000,000 £10M-£19.9M 15,000,000 1 0 0 0 £5M-£9.9M 7,500,000 6 3 17,000,000 45,000,000 £1.5M-£4.9M 3,250,000 16 18 48,705,754 52,000,000 £500k-£1.49M 1,000,000 45 34 25,544,903 45,000,000 £100k-£499.9k 300,000 174 158 28,183,671 52,200,000 £50k-£99.9 75,000 108 139 9,617,383 8,100,000 £10k-£49.9 30,000 237 299 6,809,426 7,110,000 £1k-£9.9k 5000 660 788 1,743,263 3,300,000
  • 8. When to define a Identify stewardship strategy Research Steward Plan Cultivate Thanking & Involve Close Ask
  • 9. And in a campaign? • 2004: Selecting – Campaign I closed with £44m raised • 2005-7: projects – Feasibility study immediately commenced – Evaluation of Campaign I and analysis of donors – Planning for Campaign II and identification of priorities Testing • 2008-2010: projects – Development of Case for Support and Campaign Brand: World questions|King’s answers – Recruiting the Campaign Board, Campaign ‘quiet phase’ – Define & refine gift pyramid & stewardship matrix Quiet • November 2010: phase – World questions|King’s answers public launch with simultaneous events in London, Hong Kong and New York • 2012: Public – Donor events capitalising on publicity around launch Launch – £380m raised against goal of £500m
  • 11. Beware what you promise $ millions
  • 13. Building a community The Alzheimer's Association Zenith Society represents the Association's leading philanthropists…In FY11, the group grew to include 53 members and awarded four research grants totalling $1.8 million. Since its inception, the Zenith Fellows program has awarded over $27 million to more than 100 researchers worldwide.
  • 14. National Trust – Benefactors (£1,000- £4,999)
  • 15. National Trust – Quercus (+£5,000)
  • 16. ‘A newsletter for Stanford’s most generous donors’ director at Goldman Sachs, Rick Sapp, “As a former managing ’78, is no stranger to high-risk ventures. So when he learned about Bio-X, Stanford’s pioneering interdisciplinary program that provides seed funding to high-risk science, he followed it with keen interest. He can’t cure Parkinson’s or cerebral palsy, but he hopes to provide financial resources to someone who can.”
  • 17.
  • 18. Getting the messaging right Stewardship is not about the money, it’s about the work that being carried out. If you start by talking about the money you won’t get more and you won’t deserve more. Alison Thompson on Harold Sumption, 1916-1998 Council member at Oxfam 1950 until his death Honorary Fellow, Institute of Fundraising
  • 19. Donor Motivations Emotional benefit Social benefit Financial benefit Insurance Altruism
  • 20. Making stewardship stories a SUCCESs Simple Unexpected Concrete Credible Emotion Stories Making it Stick Chip & Dan Heath
  • 21. Have you got who it takes?