Donor Relations and Stewardship in Nonprofit Fundraising

Explore the essential concepts of donor relations and stewardship in nonprofit fundraising, emphasizing the importance of fostering long-term engagement with donors through high-quality interactions. Learn about gift acceptance, acknowledgement, recognition, and engagement practices to enhance donor relationships and ensure donor satisfaction. Discover how to adapt to generational shifts and changing donor needs in the evolving philanthropic landscape.

• Donor Relations
• Stewardship
• Nonprofit Fundraising
• Gift Acceptance
• Donor Engagement

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1. Nuts and Bolts: Is it Donor Relations or Stewardship? Kathleen Diemer, CFRE NCPGC Luncheon December 9, 2015

2. A Tale of Two Decades The Way We Were Say Goodbye to Tchotchkes Say Hello to Technology Read the Papers Lately? Generational Shifts Changing Needs and Wants of Donors Emergence of a Professional Field ADRP/AASP Best Practices

3. What is Donor Relations? Donor relations is the comprehensive effort of any nonprofit that seeks philanthropic support to ensure that donors experience high quality interactions with the organization that foster long-term engagement and investment. (ADRP 2010)

4. The Parts of the Whole Gift Acceptance Acknowledgement Recognition Reporting (Stewardship)

5. You May Also See Acknowledgement Stewardship Recognition Engagement

6. Gift Acceptance Mechanism for Recording and Receipting (Database) Definition of Gifts Types of Gifts Policy Minimum Requirements Gift Documentation

7. Acknowledgement Tax Receipts Thank You Letters Tribute Gifts

8. Acknowledgement (continued) Policies Segmentation/Signatures Timing/Frequency Content/Personalization/Salutations Delivery Reporting and Recording

9. Acknowledgement (continued) Meaningful Acknowledgements Should: Be Timely and Accurate Instill Confidence in Donors Focus on the Donor s Relationship with Your Institution and the Impact of the Donor s Giving Keep Things Simple

10. Recognition Funds Facilities Donor Listings (Honor Rolls) Recognition Societies Events Other Activities Communications

11. Reporting (Stewardship) Accurate Recording Appropriate Use Financial Data Annual Endowment Impact

12. Reporting (Continued) Considerations Gift/Fund Agreements Giving Levels Types of Gifts Special Projects/Solicitations Implementation/Completion of Projects or Programs

13. Reports (Continued) Not Necessarily Paper Communications Videos Portals Experiences

14. Resources Donor Centered Fundraising and The Burk Donor Survey by Penelope Burk Effective Donor Relations by Janet Hedrick Intentional Stewardship by Julia Emlen The 4 Pillars of Donor Relations by Lynne Wester The Art of the Handwritten Note by Margaret Shepherd

15. Resources (Continued) Association of Donor Relations Professionals (www.adrp.net) The Donor Bill of Rights (www.apf.net) AFP Code of Ethical Standards (www.afp.net)

16. Questions? Kathleen Diemer, CFRE Executive Director of Donor Relations and Advancement Communications George Mason University kdiemer@gmu.edu