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The Blanket Approach to Cultivating and Stewarding Your Donors Lynne M. Wester @donorguru Director of Stewardship and Donor Recognition Yeshiva University

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The Blanket Approach to Cultivating and Stewarding Your

DonorsLynne M. Wester

@donorguruDirector of Stewardship and Donor Recognition

Yeshiva University

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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

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Who are we talking about?

• Non Scholarship Donors• High Level Annual Donors• Donors to Unrestricted Funds• People Falling through the Cracks

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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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The “Blanket” Approach

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Data Analysis and Leveling

• A. Donors of 25K- 100K TPF for the previous FY or Cumulative Lifetime TPF of 100K to 1 Million

• B. Donors of 100K-500K TPF for the previous FY or Cumulative Lifetime TPF of 1 Million plus

• TPF= Total Philanthropic Funds=Cash+Pledges

• A.734 constituents• B.186 constituents

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Other Groups Added

• Loyalty Donors• First Time Donors• President’s Society• Anyone who needs extra Stewardship

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Calendar Approach• August- Champions Gate Wrap up Piece• September- Rosh Hashanah email greeting• October- Hanukkah Dinner Invitation• November- Report of Donors and Donor Recognition

Event• December- Hanukkah Dinner Slideshow• January- Invitations to YU Museum Event• February- Scholarship Impact Piece• March- YU Tomorrow Mailing• April- Impact of Giving Report• May- Commencement Invitation and Webcast

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Scholarship Impact Piece

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Scholarship Impact Piece

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Postcards

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Emails

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44% open Rate!

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Thank a Donor Week

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Building Updates

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Video

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Thank a Thon

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Website

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Questions? Comments

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• Lynne Wester• [email protected]• www.donorrelationsguru.com• Friend me on Facebook• Follow me on Twitter @donorguru