6
Angela Kwasinski Director of Donor Relations – formerly – Director of Planned Giving The Congregation of the Passion, Holy Cross Province 660 Busse Hwy. Park Ridge, IL 60068 800-295-9048 [email protected]

Angela Kwasinski Director of Donor Relations – formerly – Director of Planned Giving The Congregation of the Passion, Holy Cross Province 660 Busse Hwy

Embed Size (px)

Citation preview

Page 1: Angela Kwasinski Director of Donor Relations – formerly – Director of Planned Giving The Congregation of the Passion, Holy Cross Province 660 Busse Hwy

Angela Kwasinski

Director of Donor Relations – formerly – Director of Planned Giving

The Congregation of the Passion, Holy Cross Province

660 Busse Hwy.Park Ridge, IL 60068

[email protected]

Page 2: Angela Kwasinski Director of Donor Relations – formerly – Director of Planned Giving The Congregation of the Passion, Holy Cross Province 660 Busse Hwy

Set Your Organization Apart

According to the Internal Revenue Service,

there were over 1.5 million registered

nonprofits as of December 2011. Even if

you divided that up equally among all 50

states, that’s 30,000 nonprofits per state.

Page 3: Angela Kwasinski Director of Donor Relations – formerly – Director of Planned Giving The Congregation of the Passion, Holy Cross Province 660 Busse Hwy

Great Relationships Don’t Just Happen – We Create Them!

Page 4: Angela Kwasinski Director of Donor Relations – formerly – Director of Planned Giving The Congregation of the Passion, Holy Cross Province 660 Busse Hwy

Connect Your Donors In A Meaningful Way To Your Organization

Match donors to specific programs, services

Connect them to the mission(s) that will personally resonate with them.

Page 5: Angela Kwasinski Director of Donor Relations – formerly – Director of Planned Giving The Congregation of the Passion, Holy Cross Province 660 Busse Hwy

The criterion established below is based on statistics drawn from our data file. The data is reviewed semiannually and updated nightly to prevent the file from growing

stagnant.

Tier I donors Type of cultivation: Visits from the Director of DR and vowed religious when available, phone calls from the Director of DR

and the Spiritual Director, planned giving mailings, personal cards/letters throughout the year, seasonal cards, birthday recognition, semi-annual magazine, e-news updates if email is available and invitations to all special events etc.

A Donors who have made a one time gift of $5k or more – older than 36 months -active only –exclude annuitants. B Donors who have made a one time gift of $5k or more in the past 36 months – active only – exclude annuitants. C Donors who have given LTD $5k or more and have donated in the past 36 months - exclude annuitants and one time

gift of $5k+.   D Active annuitants E Active legacy – donors who have indicated that they are leaving a bequest and are still living - exclude all deceased. F Inactive annuitants – annuitants who have severed their annuity contracts. G Donors who are both active annuitants and active legacy Tier II donors

Type of cultivation:  Phone calls through the telebonding program (A, B, C, D), planned giving mailings, semi-annual magazine, birthday recognition (A, B, C, D), seasonal cards, invitation to special events (A,B), and emails (A, B, C, D) if address is available.

A Donors who have made a one-time gift between $500.00 and $4,999.99 in the past 36 months – exclude deceased and annuitants.

B Donors who have given LTD between $3,000.00 to $4999.99 and have donated 10+ times in the past 36 months – exclude deceased, annuitants and one time gifts of $500.00 +.

C Donors who have given LTD between $1,000.00 to $2,999.99 and have donated 10+ times in the past 36 months – exclude deceased, annuitants and one time gifts of $500.00 +.

D Donors who have given LTD between $500.00 to $999.99 and have donated 10+ times in the past 36 months – exclude deceased, annuitants and one time gifts of $500.00 +.

Page 6: Angela Kwasinski Director of Donor Relations – formerly – Director of Planned Giving The Congregation of the Passion, Holy Cross Province 660 Busse Hwy

Three Strategies That Should be a Part of all Cultivation Plans Create donor loyalty with personal phone calls

and visits. Tap into your donors’ communication preferences

and self-interest. Remove from all unwanted solicitations.

Capture the information to build a complete donor profile.