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The Blanket Approach to
Cultivating and Stewarding Your
Donors
Lynne M. Wester
@donorguru
Director of Stewardship and Donor Recognition
Yeshiva University
2
Donor Recognition and Stewardship
• Is there a better way to do this?
• What are some ways that we can better
serve our donors?
• What is someone else doing that we’re
not?
• Is there an app for that?
• Making Innovation a Priority
Who are we talking about?
• Non Scholarship Donors
• High Level Annual Donors
• Donors to Unrestricted Funds
• People Falling through the Cracks
3
Goals
• Make donors feel sincerely thanked for their generosity and support for your
mission.
• Deepen donor commitment to and understanding of your mission and
organization.
• Provide donors with the public recognition they desire and value.
• Inspire donors to give again-at higher and higher levels of support.
• Encourage or challenge other donors or potential donors to match the giving of
their peers.
• Set benchmarks for giving to your organization.
• Reinforce a culture of philanthropy, rather than setting a tone of quid pro quo.
• Keep you within your budget limits --while not compromising the tax deductibility
of your donor’s gift.
4
The “Blanket” Approach
5
Data Analysis and Leveling
• A. Donors of 25K- 100K TPF for the previous FY or
Cumulative Lifetime TPF of 100K to 1 Million
• B. Donors of 100K-500K TPF for the previous FY or
Cumulative Lifetime TPF of 1 Million plus
• TPF= Total Philanthropic Funds=Cash+Pledges
• A.734 constituents
• B.186 constituents
6
Other Groups Added
• Loyalty Donors
• First Time Donors
• President’s Society
• Anyone who needs extra Stewardship
7
Calendar Approach
• August- Champions Gate Wrap up Piece
• September- Rosh Hashanah email greeting
• October- Hanukkah Dinner Invitation
• November- Report of Donors and Donor Recognition
Event
• December- Hanukkah Dinner Slideshow
• January- Invitations to YU Museum Event
• February- Scholarship Impact Piece
• March- YU Tomorrow Mailing
• April- Impact of Giving Report
• May- Commencement Invitation and Webcast
8
Scholarship Impact Piece
9
Scholarship Impact Piece
10
Postcards
11
Emails
13
44% open Rate!
Thank a Donor Week
14
Building Updates
15
Video
16
Thank a Thon
17
Website
18
Questions? Comments
19
• Lynne Wester
• wester@yu.edu
• www.donorrelationsguru.com
• Friend me on Facebook
• Follow me on Twitter @donorguru

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2013 afpsa blanket

  • 1. The Blanket Approach to Cultivating and Stewarding Your Donors Lynne M. Wester @donorguru Director of Stewardship and Donor Recognition Yeshiva University
  • 2. 2 Donor Recognition and Stewardship • Is there a better way to do this? • What are some ways that we can better serve our donors? • What is someone else doing that we’re not? • Is there an app for that? • Making Innovation a Priority
  • 3. Who are we talking about? • Non Scholarship Donors • High Level Annual Donors • Donors to Unrestricted Funds • People Falling through the Cracks 3
  • 4. Goals • Make donors feel sincerely thanked for their generosity and support for your mission. • Deepen donor commitment to and understanding of your mission and organization. • Provide donors with the public recognition they desire and value. • Inspire donors to give again-at higher and higher levels of support. • Encourage or challenge other donors or potential donors to match the giving of their peers. • Set benchmarks for giving to your organization. • Reinforce a culture of philanthropy, rather than setting a tone of quid pro quo. • Keep you within your budget limits --while not compromising the tax deductibility of your donor’s gift. 4
  • 6. Data Analysis and Leveling • A. Donors of 25K- 100K TPF for the previous FY or Cumulative Lifetime TPF of 100K to 1 Million • B. Donors of 100K-500K TPF for the previous FY or Cumulative Lifetime TPF of 1 Million plus • TPF= Total Philanthropic Funds=Cash+Pledges • A.734 constituents • B.186 constituents 6
  • 7. Other Groups Added • Loyalty Donors • First Time Donors • President’s Society • Anyone who needs extra Stewardship 7
  • 8. Calendar Approach • August- Champions Gate Wrap up Piece • September- Rosh Hashanah email greeting • October- Hanukkah Dinner Invitation • November- Report of Donors and Donor Recognition Event • December- Hanukkah Dinner Slideshow • January- Invitations to YU Museum Event • February- Scholarship Impact Piece • March- YU Tomorrow Mailing • April- Impact of Giving Report • May- Commencement Invitation and Webcast 8
  • 12.
  • 14. Thank a Donor Week 14
  • 19. Questions? Comments 19 • Lynne Wester • wester@yu.edu • www.donorrelationsguru.com • Friend me on Facebook • Follow me on Twitter @donorguru