2. • Donor relations for every donor:
– Major and principal gift donors
– Mid-level donors
– Campaign volunteers
• Donor relations in each phase of the campaign
• Preparing a campaign donor relations plan
AGENDA
10. • Tours
• Events
• Meetings with
beneficiaries
EXPERIENCES
THEY WILL
NEVER FORGET
11. • Evaluate and analyze all current efforts
• Plan for future of next campaign
• Retain staff and build for the next campaign
• What do we do for those still paying on pledges?
CLOSING
12. IN
SUMMARY
CAMPAIGN PHASE
APPROPRIATE DONOR RELATIONS
ACTIVITIES
PLANNING
• Donor relations needs seat at the table
• Begin a staffing and strategic plan
• Perform an Audit
SILENT
• Hire new teammates
• Evaluate existing processes and policies
• Revise as needed
PUBLIC
• Develop consistent messaging and
communications
• Begin to plan for campaign close
CLOSING
• Assess efforts of campaign
• Work on retaining staff
• Plan for next campaign
13. 1. Assess and document your existing programs and
activities
2. Note the strengths and weaknesses of your
current efforts; identify future needs and
opportunities
3. Standardize guidelines for recognition levels and
naming opportunities - ask your governing board
to adopt a formal policy
PREPARING A CAMPAIGN
DONOR RELATIONS
PLAN
14. 4. Develop plans for commitments to the new
campaign, as well as plans for continuing
stewardship once all pledges are fulfilled
5. Secure a budget to cover both ongoing donor
relations needs and unique campaign-driven
demands
6. Secure internal commitment to the program and
its implementation
PREPARING A CAMPAIGN
STEWARDSHIP PLAN
15. 7. Establish a systematic recording, tracking, and
reporting system
8. Educate and train staff and other participants
9. Communicate elements of the plan to donors as
necessary
PREPARING A CAMPAIGN
STEWARDSHIP PLAN
