Effective Strategies for Donor Stewardship and Communication

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Enhance donor relationships by understanding their preferences, expressing gratitude, and providing personalized communication. Tailor your approach through thoughtful stewardship ideas and consistent engagement. Implement strategies such as tailored events, minimal contact options, and efficient marketing techniques to keep donors informed and engaged for a lasting impact.


Uploaded on Sep 25, 2024 | 0 Views


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  1. Open Forum Discussion Networking Someone has pledged what next?

  2. Find out their preferences on how they want to be kept informed. Place them on the correct path Thank you (phone/note/card/ letter/email) This depends on your cause, your objectives and above all the needs of the individual donor Ask the right questions Actively listen and genuinely try to meet your donor s needs

  3. Let them know their gift will make a difference Let them know they will be remembered Let them know they are valued Let them know that you share the same core values Let them know you can be trusted See Charity Choice article - Dr Claire Routley

  4. Stewarding Ideas Thank you s (phone call, hand written note, email, letter) include a pledger response form asking how they want to be kept informed include a way to retain minimal contact with those who don t want to be exposed to a marketing flow (annual newsletter or magazine perhaps). Events, invite pledgers to tailored events showcasing your charity s cause. If you can t run a tailored event perhaps invite them to your AGM or consider inviting them to annual awards ceremonies if applicable. Regular Marketing, be mindful of which types of regular marketing you send through to existing pledgers. Do you have a way to opt them out of certain marketing (if they requested this) particularly so that you re not asking existing pledgers to pledge again. Calendars sending a calendar is a great way to keep in touch with your pledgers and give them something they can use. Plus they will have a daily visual reminder of your cause Christmas card pledger thank you s these can be a way to say an extra thank you at a time when most are reflecting. If you include a pack of cards for supporters to use this could be another great way to keep engaged and engage with their friends and family too See Clare Sweeney s recorded webinar Who and How to Steward taking care of your legacy givers . Use the next slide to visualise what you currently do and plan any changes you want to implement

  5. Use this to record and plan your approach Tailor to your needs Step 1 Step 2 Step 3 Step 4 Step 5 Step 6

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