Stewarding Planned Gifts and Engaging Planned Giving Donors Kathleen Diemer, CFRE NCGPC Luncheon...
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Transcript of Stewarding Planned Gifts and Engaging Planned Giving Donors Kathleen Diemer, CFRE NCGPC Luncheon...
Stewarding Planned Gifts and Engaging Planned Giving Donors
Kathleen Diemer, CFRENCGPC Luncheon December 9, 2015
Special Recognition
The Kathleen Diemer Presentation Disclaimer
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 seeks philanthropic support to ensure that donors experience high quality interactions with the organization that foster long-term engagement and investment. (ADRP 2010)
The Parts of the Whole Gift Acceptance Acknowledgement Recognition Reporting (Stewardship)
You May Also See Acknowledgement Stewardship Recognition Engagement
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
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) ___________________________
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 Use What You Have
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 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 to People and Places
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 Existing Activities or Events You Can Utilize to Engage Donors
1) ___________________________2) ___________________________3) ___________________________
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) ___________________________5) ___________________________
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) ___________________________
Questions?
Kathleen Diemer, CFREExecutive Director of Donor Relations and Advancement CommunicationsGeorge Mason [email protected]