Stewarding Planned Gifts and Engaging Planned Giving Donors

  • Slides: 24
Download presentation
Stewarding Planned Gifts and Engaging Planned Giving Donors Kathleen Diemer, CFRE NCGPC Luncheon December

Stewarding Planned Gifts and Engaging Planned Giving Donors Kathleen Diemer, CFRE NCGPC Luncheon December 9, 2015

Special Recognition

Special Recognition

The Kathleen Diemer Presentation Disclaimer

The Kathleen Diemer Presentation Disclaimer

Our Work is Changing The Way We Were Say Goodbye to Tchotchkes Say Hello

Our Work is Changing The Way We Were Say Goodbye to Tchotchkes Say Hello to Technology Read the Papers Lately? Generational Shifts Changing Needs and Wants of Donors Emergence of a Professional Field ADRP/AASP Best Practices

What is Donor Relations? Donor relations is the comprehensive effort of any nonprofit that

What is Donor Relations? Donor relations is the comprehensive effort of any nonprofit that seeks philanthropic support to ensure that donors experience high quality interactions with the organization that foster longterm engagement and investment. (ADRP 2010)

The Parts of the Whole Gift Acceptance Acknowledgement Recognition Reporting (Stewardship)

The Parts of the Whole Gift Acceptance Acknowledgement Recognition Reporting (Stewardship)

You May Also See Acknowledgement Stewardship Recognition Engagement

You May Also See Acknowledgement Stewardship Recognition Engagement

Planned Gifts vs. Planned Giving Donors Terminology Types of Gifts Donor Experience Being Donor

Planned Gifts vs. Planned Giving Donors Terminology Types of Gifts Donor Experience Being Donor Centric

Excuses for a Lack of Donor Relations Time Budget Staffing

Excuses for a Lack of Donor Relations Time Budget Staffing

List 5 Donors with Planned Gift Commitments Who Need Immediate Attention 1) 2) 3)

List 5 Donors with Planned Gift Commitments Who Need Immediate Attention 1) 2) 3) 4) 5) ___________________________ ______________

List Your 3 Biggest Challenges to Reporting on Planned Gifts 1) 2) 3) ___________________________

List Your 3 Biggest Challenges to Reporting on Planned Gifts 1) 2) 3) ___________________________

Challenges to Stewarding Planned Gifts Not All Types are Created Equal Not Yet Realized

Challenges to Stewarding Planned Gifts Not All Types are Created Equal Not Yet Realized Donor May be Deceased Respecting Donor Privacy

Engaging Your Donors Doesn’t Need to be Difficult Know Your Donors Know Their Expectations

Engaging Your Donors Doesn’t Need to be Difficult Know Your Donors Know Their Expectations Use What You Have

What Are You Currently Doing for Donors Who Have Planned Gift Commitments? ___________________________ ___________________________

What Are You Currently Doing for Donors Who Have Planned Gift Commitments? ___________________________ ___________________________

Engagement Should be Thoughtful and Meaningful Should Respect Budgets, But Can be Accomplished without

Engagement Should be Thoughtful and Meaningful Should Respect Budgets, But Can be Accomplished without Cost Should Utilize Creativity and Institutional Advantages Should Focus on the Preferences and Desires of Your Donor

No Budget Recognition and Engagement Existing Communications Unique Experiences Build on Existing Events/Activities Access

No Budget Recognition and Engagement Existing Communications Unique Experiences Build on Existing Events/Activities Access to People and Places

List 3 Existing Communications You Could Use to Recognize Donors Who Have Planned Gift

List 3 Existing Communications You Could Use to Recognize Donors Who Have Planned Gift Commitments 1) 2) 3) ___________________________

List 3 Unique Experiences You Can Provide for Donors 1) 2) 3) ___________________________

List 3 Unique Experiences You Can Provide for Donors 1) 2) 3) ___________________________

List 3 Existing Activities or Events You Can Utilize to Engage Donors 1) 2)

List 3 Existing Activities or Events You Can Utilize to Engage Donors 1) 2) 3) ___________________________

Stewardship Doesn’t Always Require Paper Communications Video Online Experiences

Stewardship Doesn’t Always Require Paper Communications Video Online Experiences

List the Reporting/Stewardship You Currently Provide for Planned Gift Commitments 1) 2) 3) 4)

List the Reporting/Stewardship You Currently Provide for Planned Gift Commitments 1) 2) 3) 4) 5) ___________________________ ______________

Organizational Partners in Stewardship Financial Management Information Technology Beneficiaries Facilities Fund Administrators

Organizational Partners in Stewardship Financial Management Information Technology Beneficiaries Facilities Fund Administrators

List the Reports and Activities Your Donors Want 1) 2) 3) 4) 5) ___________________________

List the Reports and Activities Your Donors Want 1) 2) 3) 4) 5) ___________________________ ______________

Questions? Kathleen Diemer, CFRE Executive Director of Donor Relations and Advancement Communications George Mason

Questions? Kathleen Diemer, CFRE Executive Director of Donor Relations and Advancement Communications George Mason University kdiemer@gmu. edu