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Donor Care Master Class @fundraiserchad

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Page 1: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

Donor Care Master Class

@fundraiserchad

Page 2: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 3: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 4: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 5: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 6: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

#donorlove

Page 7: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

Who is this guy?

And why does he think he knows what he’s

talking about?

Page 8: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

career fundraiser

Page 9: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 10: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

AGENDA 1) Why Donor Retention Matters 2) 10 Proven Strategies to Boost Donor Retention 3) Exercise: Donor Touch Point Mapping 4) Q&A 5) Break Outs: Creative Stewardship Ideas 6) Sharing & Wrap Up

@fundraiserchad

Page 11: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

@fundraiserchad

SLIDES + RESOURCES

productivefundraising.com/resources

Page 12: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

why donor retention matters

@fundraiserchad

Page 13: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

45% Fundraising Effectiveness Project (FEP) 2018

Page 14: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

Credit: Campbell & Company

the pyramid

WE HAVE TO RETAIN

THEM

Page 15: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

Credit: Domain Group

Page 16: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

Credit: Agents of Good

Page 17: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

Trust that money follows the love.

- John Lepp

Page 18: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

RETENTION > ACQUISTION

Page 19: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

Credit: Bloomerang

Page 20: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

What’s more expensive than thanking donors?

Acquiring them.

- Jen Love

Page 21: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

How do we fix it & change the culture at our nonprofit

organizations?

Page 22: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

10 proven strategies to boost

donor retention

@fundraiserchad

Page 23: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

So, you've got donors, now how are you going to

keep them?

Page 24: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

#1 Identify those donors that are

actually retainable

@fundraiserchad

Page 25: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

transactional vs.

relational donors

Page 26: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 27: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 28: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 29: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

#2 Develop a well-planned donor-centric

communications program

@fundraiserchad

Page 30: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

Let’s look at two examples …

Page 31: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 32: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 33: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

$3,000 donation from a $100

annual donor

Page 34: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 35: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

productivefundraising.com/resources

Page 36: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

productivefundraising.com/resources

Page 37: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 38: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 39: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 40: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

productivefundraising.com/resources

Page 41: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

most effective = immersive

experiences

Page 42: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

#3 Thank promptly

and personally

@fundraiserchad

Page 43: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

the crazy speedy personal thank you

Page 44: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

SUBJECT: Thanks … Thank you so much for your recent donation to (organization)! You will receive a formal gift acknowledgment (for tax purposes) in the mail, but I wanted to personally reach out and thank you as soon as possible. Thank you again for your generous support of (mission)! (your first name) (email signature)

productivefundraising.com/resources

Page 45: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

the (formal) gift acknowledgment

productivefundraising.com/resources

Page 46: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

Barbara

Page 47: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

Thank you again for

your ongoing support!

Page 48: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

We raised We accomplished We met our goal

You made a difference With your help, …

With the support of our donors,

Page 49: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 50: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 51: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 52: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

#4 Thank supporters more than once, and more than one way

@fundraiserchad

Page 53: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 54: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

Magee Rehab Hospital Foundation – Jefferson Health - Philadelphia, PA

Page 55: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 56: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 57: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 58: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

"The things that matter the most to donors

don't depend on big budgets or big staff."

- Caoileann Appleby

Page 59: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 60: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

Who are you gonna call?

Page 61: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 62: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

#5 Call all first time

donors of $100+ & all renewing

donors of $500+

@fundraiserchad

Page 63: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

“Asking a donor why she or he gave a first gift to us

will likely lead to an amazingly revealing

conversation.”

- Ahern & Joyaux (Keep Your Donors)

Page 64: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

call script Hi (donor’s name). I’m _____________ (your name) from ____________ (charity). I’m calling today to thank you for your recent donation. It means so much and we wanted to tell you personally how grateful we are. [pause] If you have just a few seconds, I’d love to know what prompted your gift? [pause] Thank you for taking the time to speak with me today. Have a wonderful day!

productivefundraising.com/resources

Page 65: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

Who is best suited to make these calls?

Page 66: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

#6 Report on impact

@fundraiserchad

Page 67: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

the impact letter

productivefundraising.com/resources

Page 68: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

A thank-you letter reaffirming the difference that their donations

made increased average gifts by 60% without reducing response rate in comparison to a control group of donors who did not

receive this thank-you communication.

- Jen Shang

Page 69: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

@fundraiserchad

#7

THASKING

Page 70: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

Buddy up … make online donations & report back on your

experience.

Page 71: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

#8 Encourage

feedback & complaints

@fundraiserchad

Page 72: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

“What could we be doing better?”

Page 73: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

#9 Harness the

power of video

@fundraiserchad

Page 75: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

#10 Develop close

relationships with your donors

@fundraiserchad

Page 76: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

People give to people that they know, like and trust

People KEEP GIVING to people that they know,

like and trust

Page 77: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

But we’re a really small nonprofit … we don’t have the ________ to

do this!!!

Page 78: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

Don’t worry about being SMALL, worry about being SILENT.

Page 79: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

@fundraiserchad

questions

productivefundraising.com/resources

Page 80: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

The best way to get started …

@fundraiserchad

Page 81: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

DONOR TOUCH POINT MAPPING

productivefundraising.com/resources

Page 82: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 83: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 84: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

Break Out Rooms: Your Creative

Stewardship Ideas

@fundraiserchad

Page 85: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

What were the most creative

idea(s) from your break out room?

@fundraiserchad

Page 86: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 87: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 88: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 89: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 90: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

keynotes & workshops

Page 91: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and
Page 92: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

further learning

Page 93: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

6/17 @ 12pm

Page 94: Donor Care Master Class - productivefundraising.com · I’m _____ (your name) from _____ (charity). I’m calling today to thank you for your recent donation. It means so much and

@fundraiserchad

Thank you!

productivefundraising.com/resources