Golden rule of good stewardship

Nonprofit 911:The Golden Rule of Good Stewardship:

Mid‐Year Cultivation Opportunities That Deliver

With Amanda Myers and Rachel Muir

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www.Nonprofit911.org

About Network for GoodUpcoming Trainings: Nonprofit911.org

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www.Nonprofit911.org

Today’s Speakers

Amanda Myers

RachelMuir

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


Presenters

Rachel MuirProgram Manager,

Convio Go! Program& Founder of Girlstart

Amanda Myers Product Marketing Manager at Convio


Agenda

• The Art of Appreciation3 Things Every Donor Expects

• Stewardship Plans That Work Sample PlanTiming ConsiderationsMid-Year Cultivation Events that Deliver

o“Stump-the-Speaker” Challengeo Live Drawing!

• Q&A


1. Prompt, accurate, sincere appreciation for the gift

3 Things Every Donor Expects



2. Confirmation that the organization will use the gift as the donor intended




2. Confirmation that the organization will use the gift as the donor intended

3. Measurable results on how the gift was used



3 Things Example


Upside of Appreciation

Good stewardship makes fundraising cost less

Cost to raise a dollar:

• 20¢ to renew

• ≥$1.00 to acquire


With ways to give proliferating, more & more gifts are falling through the cracks, leaving donors unthanked

Downside of Appreciation

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.


Stewardship Plans that WorkLet No Gift Be

Un-Thanked or “Under-Thanked”


Recognition/Cultivation Step

Timeline$1-

$249

$250-

$499

$500-

$999

$1,000-

$2,499Action

Thank You Letter, Signed by ED with Tax Info (On Letterhead)

Within 24 hours X X X X Print Letter for ED to Sign

Handwritten Thank You Note with Pet Photo

48 hours X X X X Provide Card

Phone Call from ED or Development Director

48 hours X X X Provide Number

Note from Furry Friends Board Chair

2 weeks X X Send Board Chair Info, Card

Call from Furry Friends Board Member

Within 2 weeks X Provide Number

Mission Moment: Invitation to Tour Shelter, Mobile Spay/Neuter Clinic, etc.

As Appropriate X Send Invite

Note from Volunteer Shelter Worker, Veterinarian, Adopter, etc

2 months X Identify, Give Stationery

Holiday Cards Send in November Every Year

X X X X Put Together Mailing List

Donor Listing in “The Scoop” Annual Report

Annual X X X X

Invite to “Wag and Purr” Donor Appreciation Event

Annual X X X X Plan, Organize


Recognition/Cultivation Step

Timeline$1-

$249

$250-

$499

$500-

$999

$1,000-

$2,499Action

Thank You Letter, Signed by ED with Tax Info (On Letterhead)

Within 24 hours X X X X Print Letter for ED to Sign

Handwritten Thank You Note with Pet Photo

48 hours X X X X Provide Card

Phone Call from ED or Development Director

48 hours X X X Provide Number

Note from Furry Friends Board Chair

2 weeks X X Send Board Chair Info, Card

Call from Furry Friends Board Member

Within 2 weeks X Provide Number

Mission Moment: Invitation to Tour Shelter, Mobile Spay/Neuter Clinic, etc.

As Appropriate Today’s focus

Send Invite

Note from Volunteer Shelter Worker, Veterinarian, Adopter, etc

2 months X Identify, Give Stationery

Holiday Cards Send in November Every Year

X X X X Put Together Mailing List

Donor Listing in “The Scoop” Annual Report

Annual X X X X

Invite to “Wag and Purr” Donor Appreciation Event

Annual X X X X Plan, Organize


• Technology can help

Timing Considerations


• Technology can help

Timing Considerations


High-Value VolunteeringMid-Year Cultivation Events That Deliver


A Great Example


• 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!


Planning Your Event

• Who?Donors


• Who?DonorsProspects

Planning


• Who?DonorsProspects

Planning Your Event


• Who?

• What?

Planning Your Event


• Who?

• What?

Planning Your Event


• Who?

• What?

Planning Your Event


• Who?

• What?

• Where/When?

Planning Your Event


• Who?

• What?

• Where?

• How?Technology

can help

Planning Your Event


What did she come up with?


Q&AAsk Rachel


2 Quick PollsThen the 1:1 consultation winner…


WINNER!Free 1:1 Consultation re: your

cultivation event plan


Thank you!

Learn more

• Reach out: [email protected] or 1.888.528.9501

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

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

Nonprofit911.orgJoin us for our next webinar on August 9:Planning and Executing Your Next Big Event

Education

Golden rule of good stewardship