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GREAT RIVERS Great Innovations TWENTY GREAT RIVERS Great Innovations TWENTY The Steadfast Supporter: Identifying, Engaging, and Retaining Long-Term Donors GREAT RIVERS Great Innovations TWENTY

GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN The Steadfast Supporter: Identifying, Engaging, and Retaining

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GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

The Steadfast Supporter:

Identifying, Engaging, and Retaining Long-Term Donors

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

My contact information:

• Rebecca Schimke• Communications Specialist • United Way of Greater Milwaukee & Waukesha County• email: [email protected]• p/f: 414-263-8125

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

Recruiting New Donors

• Make the initial ask • Sell new donors on United Way• Why are you relevant in your community?• Include donors in the conversation

• listening sessions/surveys/roundtables

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

Make United Way Part of the Culture• Focus on relationships with Employee Campaign Coordinators• Forget campaign season – focus on year round engagement• Provide value other than just giving/campaign• Not every communication is an ask

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

New Hire Brochure

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

Who are your donors?

• Identify target audiences• Are there groups that stand out? • Are there missing opportunities in your community?

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

Be Creative to get your donors back!

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

United Way Donor Groups

• What can you do to use demographic groups in your existing donor base?

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

Leadership Donors

• Special Events• Targeted emails • Recognition at existing events• Leadership Registries

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

Tocqueville Society

• Special event or section of event • Targeted newsletters to keep the informed• Quarterly phone calls

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

Loyal Contributors

• Exclusive communications• Signature event or include recognition at

all events

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

Retirees

• Work with Employee Campaign Coordinator to maintain lists in database • Will employer still solicit on United Way’s behalf? • Change to residential campaign • See if Retiree groups exist and visit them! • Promote Volunteerism

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

Volunteers

• Make volunteering a family affair• Signature projects that become annual events • consider partnering with other organizations

• Create annual opportunities • Day of Action• Season of Caring• Volunteer Week

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

Engaging the Unengaged Donor

• New ideas to get existing donors excited about United Way• Affinity groups• Sponsorships• Campaign Video

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

Group Breakout

• Split into groups• Identify your top three strategies for donor retention • Pick one wish list idea as well

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

GREAT RIVERSGreat InnovationsTWENTY FIFTEEN

Questions or ideas?