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Know Thy Donors
Using Donor Feedback and Metrics to Drive the
Success of Your Program
Lynne M. Wester
@donorguru
Tad Wisenor
Whitworth University
1
Why evaluate?
• Improve quality
• Increase accountability and awareness
• Prioritize financial and human resources
• Measure programmatic effectiveness
• Tell a better story
2
Excuses
• We know everything
• Fear of evaluation impact
• We won’t use the results…we never have
• No one is asking for it
• It takes too much time/too many resources
• Just one more thing to do
3
The Implementation at Whitworth
• Survey Monkey Email and Postcard
• Three Constituents:
– Alumni Donors
– Alumni Non Donors
– Non Alumni Donors
Methodology
• Survey Monkey was the collection tool used
• Over 1200 responses from alumni, donors,
and non donors of all kinds.
• Biggest response came from an email sent to
alumni donors 688
• Postcard mailings driving donors to online
survey were not as successful as email links
Just some of the Insights
• Stunning Data
• Unpacked the data in front of IA team
• Presented to University Insiders including
President’s Cabinet
Fundraiser Goldmine!
Donor Feedback in their own words:
• Please do not send us the annual report/calendar.
Huge publication, huge cost in shipping and don't
care. Want my dollars I donate to be better used
and not used by that money.
• Hosting events in locations away from Spokane
will allow for more participation and
engagement.
• By providing me with opportunities to serve that
go beyond monetary giving. How can I use my
time/energy/passion to serve the university?
The Next Step:
• Planning and Implementing a donor centered
future.
Donor Relations Groups to Target
• First Time Donors >$10
• Loyalty Donors of 5 or more calendar years
• Cumulative lifetime giving of >$100,000
• Planned giving donors
Whitworth’s Changes
• Added second full-time Donor Relations
position
• Moved open major gift position to regional
alumni relations outreach and engagement
• Broadened institutional understanding and
scope of donor relations within all fundraising
operations
Questions? Thank You!
• Lynne Wester
• lynne@donorrelationsguru.com
• www.donorrelationsguru.com
• Tad Wisenor
• twisenor@whitworth.edu
32

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2014 caseviii knowthydonors

  • 1. Know Thy Donors Using Donor Feedback and Metrics to Drive the Success of Your Program Lynne M. Wester @donorguru Tad Wisenor Whitworth University 1
  • 2. Why evaluate? • Improve quality • Increase accountability and awareness • Prioritize financial and human resources • Measure programmatic effectiveness • Tell a better story 2
  • 3. Excuses • We know everything • Fear of evaluation impact • We won’t use the results…we never have • No one is asking for it • It takes too much time/too many resources • Just one more thing to do 3
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  • 7. The Implementation at Whitworth • Survey Monkey Email and Postcard • Three Constituents: – Alumni Donors – Alumni Non Donors – Non Alumni Donors
  • 8. Methodology • Survey Monkey was the collection tool used • Over 1200 responses from alumni, donors, and non donors of all kinds. • Biggest response came from an email sent to alumni donors 688 • Postcard mailings driving donors to online survey were not as successful as email links
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  • 11. Just some of the Insights • Stunning Data • Unpacked the data in front of IA team • Presented to University Insiders including President’s Cabinet
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  • 20. Donor Feedback in their own words: • Please do not send us the annual report/calendar. Huge publication, huge cost in shipping and don't care. Want my dollars I donate to be better used and not used by that money. • Hosting events in locations away from Spokane will allow for more participation and engagement. • By providing me with opportunities to serve that go beyond monetary giving. How can I use my time/energy/passion to serve the university?
  • 21. The Next Step: • Planning and Implementing a donor centered future.
  • 22. Donor Relations Groups to Target • First Time Donors >$10 • Loyalty Donors of 5 or more calendar years • Cumulative lifetime giving of >$100,000 • Planned giving donors
  • 23. Whitworth’s Changes • Added second full-time Donor Relations position • Moved open major gift position to regional alumni relations outreach and engagement • Broadened institutional understanding and scope of donor relations within all fundraising operations
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  • 32. Questions? Thank You! • Lynne Wester • lynne@donorrelationsguru.com • www.donorrelationsguru.com • Tad Wisenor • twisenor@whitworth.edu 32