Stewardship CalendarAmalia Frohna and Sydney Jordan,

Development Interns

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Objective:Develop a stewardship plan to encourage increased donor involvement and support for LIFT’s mission 2

Our Process

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Research Questions

• How often should we engage with donors?• What sorts of communication channels should we use?• How do we account for costs and limit unsubscribing?

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Stewarding Guidelines1

1. Be donor-centric2. Be humble3. Be authentic

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1Chronicle of Philanthropy webinar: “Creating Year-End Campaigns That Deliver Results”

Our Strategy

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Be Donor-Centric

• Giving donors the information they want to receive– Emphasizing our mission

– Reporting our impact

– Highlighting our members

• Using multiple channels

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Be Humble

• Expressing that we are grateful for donors’ support

• Reminding donors that we rely on their support

• Publicly acknowledging the importance of their support

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Be Authentic

• Responding to current events

• Making each contact unique

• Maintaining separation between cultivation and asks

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Our Plan

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Master Calendar

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Highlights

• Monthly newsletter• Bi-monthly member profile• Donor Anniversaries• Video

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Sample

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March Details

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Blogs

Social Media

Summary• Cultivation

– Maintained 3-1 ratio

• Asks– EOY Campaign and 20th Anniversary

• Contact– 1-3 direct communications per month

• 21 total throughout the year

– 7 indirect communications per month• 86 total throughout the year

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Task Assignment

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Who Does What?

Produce content: blogs, social media posts, and

generic mailings

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National Dev/CommsStaff

Communications Intern

Development Intern

Development Staff

Programs Staff

Compile and publish newsletter

Contribute member stories, video, pictures, and data

NewsletterTemplate Example-March

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Moving Forward

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Annual Survey on Donor Correspondence

• Asking about donor satisfaction with:– Frequency of communication– Types of communication– Content of communication

• Increase participation on social media• *New donor survey

– Understand our donor demographics– Ensure accurate contact information

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Evidence-Based: Analyze the survey data to inform future strategy

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Next Steps

Questions?

Research Sources• https://www.campaignmonitor.com/blog/email-marketing/2015/09/the-surprising-data-about-how-often-to-send-promotional-emails/

• https://www.campaignmonitor.com/blog/email-marketing/2016/01/70-email-marketing-stats-you-need-to-know/

• https://blog.fundly.com/create-nonprofit-stewardship-program/#communication

• http://www.thenetworkforgood.org/t5/Get-Started-with-DonateNow/Create-a-Donor-Stewardship-Plan/td-p/11521

• http://www.thestorytellingnonprofit.com/blog/21-ideas-to-refresh-your-donor-stewardship/

• http://www.supportingadvancement.com/potpourri/stewardship/marino_stewardship_plan.pdf

• https://garecht.com/5-rules-successful-donor-communications-program/

• http://www.ignitedfundraising.com/keep-track-of-donor-communications-with-this-awesome-tool/

• https://www.marketingoutfield.com/nonprofit-fundraising-strategy-to-increase-donations-without-increasing-overhead/

• https://www.customerinsightgroup.com/loyaltyblog/nonprofit/donorstewardship

• http://www.nptechforgood.com/2017/11/22/25-must-know-global-trends-in-giving/

• https://www.linkedin.com/pulse/20140515154931-96757-how-many-touches-make-a-sale/

• https://www.jstor.org/stable/116933?seq=1#page_scan_tab_contents

• https://www.dipjar.com/blog/the-recognition-effect

• https://wiredimpact.com/blog/benefits-of-nonprofit-email-newsletters/

• Chronicle of Philanthropy webinar: “Creating Year-End Campaigns That Deliver Results”

• Creative & Inspiring Fundraising Strategies from Nonprofit Trailblazers. Salesforce, 2018. Accessed 12 July 2018. Salesforce E-Book:

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