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Nonprofit 911:
         The Golden Rule of Good Stewardship:
     Mid‐Year Cultivation Opportunities That Deliver

                With Amanda Myers and Rachel Muir 

                   Audio for this event will be available beginning at 1 pm ET 
                                via your PC speakers or headphones 
If you are unable to listen to your PC audio, please close the Audio Broadcast panel and click the 
                 Request button below the participant panel  to get dial‐in info.
About Network for Good
Upcoming Trainings: Nonprofit911.org
NetworkForGood.org – for Nonprofits
   DonateNow
   EmailNow
   EventsNow
   CommonGround
888.284.7978 x1
Fundraising123@networkforgood.org
                                       www.Nonprofit911.org
Today’s Speakers




Amanda          Rachel
 Myers           Muir


                      www.Nonprofit911.org
©2010 Convio, Inc. | Page 4
©2010 Convio, Inc. | Page 5
A Few Logistics

• Attendees will get copies of the slides

• Ask a question any time via the onscreen Q&A chat box

• This session is being recorded




        Stay Tuned
        win a 1:1 consultation with the guest speaker
        for your very own cultivation event
        (drawing during wrap-up & must be present to win)


©2010 Convio, Inc. | Page 6
Presenters




                              Rachel Muir         Amanda Myers
                          Program Manager,        Product Marketing
                         Convio Go! Program       Manager at Convio
                         & Founder of Girlstart




©2010 Convio, Inc. | Page 7
Agenda

• The Art of Appreciation
    3 Things Every Donor Expects

• Stewardship Plans That Work
    Sample Plan
    Timing Considerations
    Mid-Year Cultivation Events that Deliver
        o “Stump-the-Speaker” Challenge
        o Live Drawing!

• Q&A
©2010 Convio, Inc. | Page 8
3 Things Every Donor Expects
1. Prompt, accurate, sincere appreciation for the gift




©2010 Convio, Inc. | Page 9
3 Things Every Donor Expects
1. Prompt, accurate, sincere appreciation for the gift
2. Confirmation that the organization will use the gift as
   the donor intended




©2010 Convio, Inc. | Page 10
3 Things Every Donor Expects
1. Prompt, accurate, sincere appreciation for the gift
2. Confirmation that the organization will use the gift as
   the donor intended
3. Measurable results on how the gift was used




©2010 Convio, Inc. | Page 11
3 Things Example




©2010 Convio, Inc. | Page 12
Upside of Appreciation

Good stewardship makes fundraising cost less

Cost to raise a dollar:

• 20¢ to renew

• ≥$1.00 to acquire




©2010 Convio, Inc. | Page 13
Downside of Appreciation
        With ways to give proliferating, more & more gifts are
        falling through the cracks, leaving donors unthanked

                   Common cracks that gifts can fall through
   Facebook Causes lump check                     “Additional gift” w/ purchase

   Mortgage-broker “share” plan                   Employer-matched gift

   Credit card points donation                    Community-driven events

   Cash collected by volunteer                    In-kind services, etc.

           Tip: Visit networkforgoodcheck.org to view donor contact information for
           gifts that were processed through Network for Good.

©2010 Convio, Inc. | Page 14
Stewardship Plans that Work
                                   Let No Gift Be
                           Un-Thanked or “Under-Thanked”




©2010 Convio, Inc. | Page 15
$1    $250   $500   $1,000
    Recognition/Cultivation           Timeline         -      -      -       -          Action
             Step                                    $249   $499   $999   $2,499
Thank You Letter, Signed by ED     Within 24 hours    X      X      X              Print Letter for ED
                                                                            X
with Tax Info (On Letterhead)                                                            to Sign
Handwritten Thank You Note with       48 hours        X      X      X       X        Provide Card
Pet Photo
Phone Call from ED or                 48 hours                      X       X      Provide Number
                                                             X
Development Director
Note from Furry Friends Board         2 weeks                       X       X      Send Board Chair
Chair                                                                                 Info, Card

Call from Furry Friends Board      Within 2 weeks                           X      Provide Number
Member
Mission Moment: Invitation to      As Appropriate                                     Send Invite
                                                                            X
Tour Shelter, Mobile Spay/Neuter
Clinic, etc.
Note from Volunteer Shelter           2 months                                       Identify, Give
                                                                            X
Worker, Veterinarian, Adopter,                                                         Stationery
etc
Holiday Cards                         Send in                                        Put Together
                                                      X      X      X       X
                                     November                                         Mailing List
                                     Every Year
Donor Listing in “The Scoop”           Annual         X      X      X       X
Annual Report
©2010 Convio, Inc. | Page 16
Invite to “Wag and Purr”               Annual         X      X      X       X       Plan, Organize
Donor Appreciation Event
$1    $250   $500   $1,000
    Recognition/Cultivation           Timeline         -      -      -       -           Action
             Step                                    $249   $499   $999   $2,499
Thank You Letter, Signed by ED     Within 24 hours    X      X      X               Print Letter for ED
                                                                            X
with Tax Info (On Letterhead)                                                             to Sign
Handwritten Thank You Note with       48 hours        X      X      X       X         Provide Card
Pet Photo
Phone Call from ED or                 48 hours                      X       X       Provide Number
                                                             X
Development Director
Note from Furry Friends Board         2 weeks                       X       X       Send Board Chair
Chair                                                                                  Info, Card

Call from Furry Friends Board      Within 2 weeks                           X       Provide Number
Member
Mission Moment: Invitation to      As Appropriate                         Today’s      Send Invite
Tour Shelter, Mobile Spay/Neuter                                           focus
Clinic, etc.
Note from Volunteer Shelter           2 months                                        Identify, Give
                                                                            X
Worker, Veterinarian, Adopter,                                                          Stationery
etc
Holiday Cards                         Send in                                         Put Together
                                                      X      X      X       X
                                     November                                          Mailing List
                                     Every Year
Donor Listing in “The Scoop”           Annual         X      X      X       X
Annual Report
©2010 Convio, Inc. | Page 17
Invite to “Wag and Purr”               Annual         X      X      X       X        Plan, Organize
Donor Appreciation Event
Timing Considerations
• Technology can help




©2010 Convio, Inc. | Page 18
Timing Considerations
• Technology can help




©2010 Convio, Inc. | Page 19
High-Value Volunteering
               Mid-Year Cultivation Events That Deliver




©2010 Convio, Inc. | Page 20
A Great Example




©2010 Convio, Inc. | Page 21
• Submit your org’s name and mission in your
  chat box.
• We’ll recommend High-Value Volunteering event
  concepts for 3 groups at the end of this session.
• Submit your org now!

©2010 Convio, Inc. | Page 22
Planning Your Event
• Who?
    Donors




©2010 Convio, Inc. | Page 23
Planning
• Who?
 Donors
 Prospects




 ©2010 Convio, Inc. | Page 24
Planning Your Event
• Who?
    Donors
    Prospects




©2010 Convio, Inc. | Page 25
Planning Your Event
• Who?
• What?




©2010 Convio, Inc. | Page 26
Planning Your Event
• Who?
• What?




©2010 Convio, Inc. | Page 27
Planning Your Event
• Who?
• What?




©2010 Convio, Inc. | Page 28
Planning Your Event
• Who?
• What?
• Where/When?




©2010 Convio, Inc. | Page 29
Planning Your Event
• Who?
• What?
• Where?
• How?
 Technology
  can help




 ©2010 Convio, Inc. | Page 30
What did she come up with?


©2010 Convio, Inc. | Page 31
Q&A
                               Ask Rachel




©2010 Convio, Inc. | Page 32
2 Quick Polls
                        Then the 1:1 consultation winner…




©2010 Convio, Inc. | Page 33
WINNER!
                     Free 1:1 Consultation re: your
                         cultivation event plan




©2010 Convio, Inc. | Page 34
Thank you!

Learn more
• Reach out: info@convio.com or 1.888.528.9501

• Attend a Common Ground product tour
    Wednesday, 6/29 @ 3 Eastern / 2 Central / 12 Pacific
      Register at convio.com/commonground

• Or browse the video library @ convio.com/cgvideos



©2010 Convio, Inc. | Page 35
Nonprofit911.org
 Join us for our next webinar on August 9:
Planning and Executing Your Next Big Event
Golden rule of good stewardship

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Golden rule of good stewardship

  • 1. Nonprofit 911: The Golden Rule of Good Stewardship: Mid‐Year Cultivation Opportunities That Deliver With Amanda Myers and Rachel Muir  Audio for this event will be available beginning at 1 pm ET  via your PC speakers or headphones  If you are unable to listen to your PC audio, please close the Audio Broadcast panel and click the  Request button below the participant panel  to get dial‐in info.
  • 2. About Network for Good Upcoming Trainings: Nonprofit911.org NetworkForGood.org – for Nonprofits DonateNow EmailNow EventsNow CommonGround 888.284.7978 x1 Fundraising123@networkforgood.org www.Nonprofit911.org
  • 3. Today’s Speakers Amanda  Rachel Myers Muir www.Nonprofit911.org
  • 6. A Few Logistics • Attendees will get copies of the slides • Ask a question any time via the onscreen Q&A chat box • This session is being recorded Stay Tuned win a 1:1 consultation with the guest speaker for your very own cultivation event (drawing during wrap-up & must be present to win) ©2010 Convio, Inc. | Page 6
  • 7. Presenters Rachel Muir Amanda Myers Program Manager, Product Marketing Convio Go! Program Manager at Convio & Founder of Girlstart ©2010 Convio, Inc. | Page 7
  • 8. Agenda • The Art of Appreciation 3 Things Every Donor Expects • Stewardship Plans That Work Sample Plan Timing Considerations Mid-Year Cultivation Events that Deliver o “Stump-the-Speaker” Challenge o Live Drawing! • Q&A ©2010 Convio, Inc. | Page 8
  • 9. 3 Things Every Donor Expects 1. Prompt, accurate, sincere appreciation for the gift ©2010 Convio, Inc. | Page 9
  • 10. 3 Things Every Donor Expects 1. Prompt, accurate, sincere appreciation for the gift 2. Confirmation that the organization will use the gift as the donor intended ©2010 Convio, Inc. | Page 10
  • 11. 3 Things Every Donor Expects 1. Prompt, accurate, sincere appreciation for the gift 2. Confirmation that the organization will use the gift as the donor intended 3. Measurable results on how the gift was used ©2010 Convio, Inc. | Page 11
  • 12. 3 Things Example ©2010 Convio, Inc. | Page 12
  • 13. Upside of Appreciation Good stewardship makes fundraising cost less Cost to raise a dollar: • 20¢ to renew • ≥$1.00 to acquire ©2010 Convio, Inc. | Page 13
  • 14. Downside of Appreciation With ways to give proliferating, more & more gifts are falling through the cracks, leaving donors unthanked Common cracks that gifts can fall through Facebook Causes lump check “Additional gift” w/ purchase Mortgage-broker “share” plan Employer-matched gift Credit card points donation Community-driven events Cash collected by volunteer In-kind services, etc. Tip: Visit networkforgoodcheck.org to view donor contact information for gifts that were processed through Network for Good. ©2010 Convio, Inc. | Page 14
  • 15. Stewardship Plans that Work Let No Gift Be Un-Thanked or “Under-Thanked” ©2010 Convio, Inc. | Page 15
  • 16. $1 $250 $500 $1,000 Recognition/Cultivation Timeline - - - - Action Step $249 $499 $999 $2,499 Thank You Letter, Signed by ED Within 24 hours X X X Print Letter for ED X with Tax Info (On Letterhead) to Sign Handwritten Thank You Note with 48 hours X X X X Provide Card Pet Photo Phone Call from ED or 48 hours X X Provide Number X Development Director Note from Furry Friends Board 2 weeks X X Send Board Chair Chair Info, Card Call from Furry Friends Board Within 2 weeks X Provide Number Member Mission Moment: Invitation to As Appropriate Send Invite X Tour Shelter, Mobile Spay/Neuter Clinic, etc. Note from Volunteer Shelter 2 months Identify, Give X Worker, Veterinarian, Adopter, Stationery etc Holiday Cards Send in Put Together X X X X November Mailing List Every Year Donor Listing in “The Scoop” Annual X X X X Annual Report ©2010 Convio, Inc. | Page 16 Invite to “Wag and Purr” Annual X X X X Plan, Organize Donor Appreciation Event
  • 17. $1 $250 $500 $1,000 Recognition/Cultivation Timeline - - - - Action Step $249 $499 $999 $2,499 Thank You Letter, Signed by ED Within 24 hours X X X Print Letter for ED X with Tax Info (On Letterhead) to Sign Handwritten Thank You Note with 48 hours X X X X Provide Card Pet Photo Phone Call from ED or 48 hours X X Provide Number X Development Director Note from Furry Friends Board 2 weeks X X Send Board Chair Chair Info, Card Call from Furry Friends Board Within 2 weeks X Provide Number Member Mission Moment: Invitation to As Appropriate Today’s Send Invite Tour Shelter, Mobile Spay/Neuter focus Clinic, etc. Note from Volunteer Shelter 2 months Identify, Give X Worker, Veterinarian, Adopter, Stationery etc Holiday Cards Send in Put Together X X X X November Mailing List Every Year Donor Listing in “The Scoop” Annual X X X X Annual Report ©2010 Convio, Inc. | Page 17 Invite to “Wag and Purr” Annual X X X X Plan, Organize Donor Appreciation Event
  • 18. Timing Considerations • Technology can help ©2010 Convio, Inc. | Page 18
  • 19. Timing Considerations • Technology can help ©2010 Convio, Inc. | Page 19
  • 20. High-Value Volunteering Mid-Year Cultivation Events That Deliver ©2010 Convio, Inc. | Page 20
  • 21. A Great Example ©2010 Convio, Inc. | Page 21
  • 22. • Submit your org’s name and mission in your chat box. • We’ll recommend High-Value Volunteering event concepts for 3 groups at the end of this session. • Submit your org now! ©2010 Convio, Inc. | Page 22
  • 23. Planning Your Event • Who? Donors ©2010 Convio, Inc. | Page 23
  • 24. Planning • Who? Donors Prospects ©2010 Convio, Inc. | Page 24
  • 25. Planning Your Event • Who? Donors Prospects ©2010 Convio, Inc. | Page 25
  • 26. Planning Your Event • Who? • What? ©2010 Convio, Inc. | Page 26
  • 27. Planning Your Event • Who? • What? ©2010 Convio, Inc. | Page 27
  • 28. Planning Your Event • Who? • What? ©2010 Convio, Inc. | Page 28
  • 29. Planning Your Event • Who? • What? • Where/When? ©2010 Convio, Inc. | Page 29
  • 30. Planning Your Event • Who? • What? • Where? • How? Technology can help ©2010 Convio, Inc. | Page 30
  • 31. What did she come up with? ©2010 Convio, Inc. | Page 31
  • 32. Q&A Ask Rachel ©2010 Convio, Inc. | Page 32
  • 33. 2 Quick Polls Then the 1:1 consultation winner… ©2010 Convio, Inc. | Page 33
  • 34. WINNER! Free 1:1 Consultation re: your cultivation event plan ©2010 Convio, Inc. | Page 34
  • 35. Thank you! Learn more • Reach out: info@convio.com or 1.888.528.9501 • Attend a Common Ground product tour  Wednesday, 6/29 @ 3 Eastern / 2 Central / 12 Pacific  Register at convio.com/commonground • Or browse the video library @ convio.com/cgvideos ©2010 Convio, Inc. | Page 35