1. Stewardship and Donor
Relations
Mary Tucker
YMCA of Greater Charlotte
Lynne Wester
Donor Relations Guru

2. Donor Relations
Stewardship and
Impact reporting
Acknowledgment Recognition Engagement
Retention
Growth Influence
Nondonors

3. 3
Donor Recognition and
Stewardship
• Is there a better way to do this?
• What are some ways that we can better
serve our donors?
• What is someone else doing that we’re
not?
• Is there an app for that?
• Making Innovation a Priority

4. First, do no harm?
• How do we know what they want?
• We ASSUME
• Why not ask?
• Retention rates among YMCA... 30%
• What is your member donor percentage?
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5. Goals
• Make donors feel sincerely thanked for their generosity and support for your
mission.
• Deepen donor commitment to and understanding of your mission and
organization.
• Provide donors with the public recognition they desire and value.
• Inspire donors to give again-at higher and higher levels of support.
• Encourage or challenge other donors or potential donors to match the giving of
their peers.
• Set benchmarks for giving to your organization.
• Reinforce a culture of philanthropy, rather than setting a tone of quid pro quo.
• Keep you within your budget limits --while not compromising the tax
deductibility of your donor’s gift
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6. Data Drives Strategy
• Loyalty Donors
• First Time Donors
• Planned Giving Donors
• Mid Level Donors
• 110% ... The next frontier
• Monthly Donors
• Anyone who needs extra Stewardship
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7. The Facts:

8. Leveled Touches

9. The Strategy
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10. 10

13. Experience

14. Thank a Donor Week
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15. Make Print Magical
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16. VIDEO

18. Unrestricted
Dollars: Tell Your
Story

19. Questions? Comments
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• Mary Tucker
• Lynne Wester
• www.donorrelationsguru.com
• Follow me on Twitter @donorguru