Category Archives: Annual Fund

Multiply Your Impact: Enlist Key Donors to Create a Meaningful Stewardship Plan

 

By Wendy Hatch, CFRE, Vice President and JoAnn Yoshimoto, CFRE, Senior Consultant

Don’t we all agree that the most precious things in life are worthy of our best attention, effort and care? In the fundraising world, the most precious “things” are our donors and their philanthropic dollars.

Who among us has the luxury of a daily schedule that is just waiting to be filled with new ideas and activities? Nobody that we know! So let’s take 15 minutes – only one percent of our day – to ponder ways to work smarter and multiply the impact of our efforts, and benefit the most precious “things” – our donors!

How do you make sure that your donor stewardship is intentional, timely and effective? You need to plan for it! Wonderful ideas for individual stewardship activities, timelines and plans abound on the internet, so we aren’t going to reiterate them here. The idea we are offering is a strategy for multiplying the impact of your stewardship planning process by also using it as an engagement opportunity for key donors, staff and board members. Continue reading

WINTER IS COMING:

Prepare your donor database for year-end fundraising with performance analysis, data clean up, and…dragonglass

By Mary Hackett, Associate Vice President and Cassandra Di Prizio, Consultant

Ok folks, Halloween is officially over and WINTER IS COMING (Game of Thrones references provided for our fellow fans – you’re welcome). Hopefully the change of seasons from fall to winter and the accompanying year-end appeal planning and execution feels less like you’re facing the Night King and an army of Wights and more like you’re planning a feast for your loyal bannermen or awaiting the Lannister loot train (minus the pesky Targaryen dragon attack).

For many organizations the year-end push yields a significant portion of annual giving. By November you’ve likely already planned your appeal, written your letters and booked your mail house, but have you planned for measuring your success and course-correcting any shortcomings? If not, we’ve pulled together a few tips to guide you on your quest for the Iron Throne, errr….I mean, for a successful year-end appeal!

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