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Managing your Donors and the need for a Stewardship Programme

Managing your Donors and the need for a Stewardship Programme. Cardiff 2018. What would you do with my £20 donation?. Group discussion Having read about you in the my local newspaper, I have decided to give you a £20 donation. How would you currently manage that donation?

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Managing your Donors and the need for a Stewardship Programme

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  1. Managing your Donors and the need for a Stewardship Programme Cardiff 2018

  2. What would you do with my £20 donation? Group discussion Having read about you in the my local newspaper, I have decided to give you a £20 donation. How would you currently manage that donation? Is there something different you could or should be doing?

  3. Recruiting new supporters • How many supporters / members do you have? • How did they hear about your organisation? • Why did they contact you? • How did they contact you? • How is this information recorded?

  4. Fundraising from your supporters Activities include: • Leafleting • Appeals • Direct Mail • SMS / Texting • Social media • Email / online • Events

  5. Understanding donor relationship

  6. The Pareto Principle 80/20 rule The Supporter Journey

  7. The supporter Journey

  8. Recording of data • What to record • Address information • Gift history • How they heard about you • Method of contact • What method of communication to they prefer? Where to record this data

  9. Building contact with supporters

  10. Online Giving opportunities • Matched funding • Recruit new donors • Reactivate lapsed supporters • Raise awareness • Opportunity to engage with major donors

  11. Interesting online giving stats

  12. General Data Protection Regulations25th May 2018 What is GDPR? • Designed to enable individuals to better control their personal data. • Provides same cover and rights across all EU member states • Clarifies definition of “personal data” and rights of the public to know what information has been recorded, why and in what format. • Clarifies importance of consent and need for evidence to show this has been given • Clarifies roles and responsibilities of data processors and data controllers • Importance of need for Data Protection Officer • Risk of substantial fines if seen to be breaking the rules

  13. GDPR – Data Protection Principles • Process personal data fairly, lawfully and in a transparent manner. • Obtain personal data only for one or more specified and lawful purposes and to ensure that such data is not processed in a manner that is incompatible with the purpose or purposes for which it was obtained. • Ensure that personal data is adequate, relevant and not excessive for the purpose or purposes for which it is held. • Ensure that personal data is accurateand, where necessary, kept up-to-date. • Ensure that personal data is not kept for any longer than is necessary for the purpose for which it was obtained. • Ensure that personal data is kept secure. • Ensure if data is transferred to a country outside the European Economic Area, ensure an adequate level of protection for the rights (in relation to the information) of the individuals to whom the personal data relates.

  14. Approaching Major Donors

  15. Legacies

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