Strategic Stewardship

Anne Manner-McLarty President and Lead Consultant

Stewardship

Donor Relations

Donor Retention

The donor contributes financially at least annually,

is engaged in the mission

of the organization and

speaks positively about the organization in the community

What we expect from a well-stewarded donor:

Acknowledgement

Four key responsibilities of Donor Relations and Stewardship:

Recognition

Four key responsibilities of Donor Relations and Stewardship:

Reporting

Four key responsibilities of Donor Relations and Stewardship:

Engagement

Four key responsibilities of Donor Relations and Stewardship:

Internal Education

Areas of improvement:

Shared Knowledge

Areas of improvement:

Rethink Traditions

Areas of improvement:

Internal Audit

Donor Relations and Stewardship Planning Process :

•  Organizational chart with job descriptions •  Bylaws, policies and procedures •  Gift regulations , especially for naming opportunities •  Gift agreement templates and review and approval plan •  Stewardship activities matrix with timelines and assignments •  Recognition product standards •  Communication protocol with examples •  Donor lists ready for publication •  Gift pyramids (target and actual) •  Donor Bill of Rights

Donor Relations and Stewardship Plan Basic Tools:

Intangible Program Design

Donor Relations and Stewardship Planning Process :

Tangible Program Design

Donor Relations and Stewardship Planning Process :

Predictability Efficiency

Cost-effectiveness

Benefits:

Plaques Matter!

Anne Manner-McLarty President and Lead Consultant