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Stewardship Basics and Basic Stewardship for Gift Planning

This resource delves into stewardship basics and advanced strategies for effective gift planning. Explore the nuances of donor relations, communication, fund oversight, and more to ensure lasting impact. Discover key elements, from acknowledgements to fund accountability, tailored to your organization's needs.

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Stewardship Basics and Basic Stewardship for Gift Planning

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  1. Stewardship Basics and Basic Stewardship for Gift Planning Paige Eubanks-Barrow Associate Director of Stewardship and Donor Relations Carnegie Mellon University

  2. Stewardship Defined • The care of and accountability for the gift.

  3. Donor Relations Defined • The “care” of the donor and the relationship.

  4. Service after the sale?

  5. Acquisition Vs. Retention • Cost Analysis • Results • Strategies

  6. Donor Relations Acknowledgement Recognition Engagement Communication Stewardship Accounting Fund Oversight Reporting Communication Critical Program Elements

  7. Donor Acknowledgement • Thank you notes

  8. Donor Recognition • Donor Listing Publication • Press Releases and Gift Announcements • Permanent Plaque Recognition • Special Event Recognition

  9. Donor Engagement • Meetings with Beneficiaries • Thank you notes from Beneficiaries • Multi-Media Presentations for the Benefactor about the Benefactor or the Beneficiaries • Special Invitations • Individualized Plans

  10. Donor Communication • Institutional and Organizational Publications: magazines, newsletters, other • Event Communication: guest speakers, institutional presentations, other • Electronic Communication: Email, E-cards, E-newsletters, other

  11. Fund Accountability • Receipts

  12. Fund Oversight • Monitoring the numbers • Ensuring fund allocation • Ensuring APPROPRIATE fund allocation

  13. Fund Communication • Annual Impact Report • Of the Fund • Of the Organization • Annual Financial Report • Of the Fund • Of the Organization

  14. For your consideration… • Interest: Education, Research, Social/Political, Fine Arts, Other? • Size: Large or Small? • Service Sector: Public or Private?

  15. Gift Planning • What is different about donor relations and stewardship when applied to gift planning? • What is the same?

  16. Before the Gift Reporting to the donor Engaging the family Protecting the donor Others? After the Gift Reporting to the family Continuing to engage the family Ensuring the legacy Others? Where does it begin?

  17. A Place for Technology? • Let’s talk about the “Internets!”

  18. Ideas and Samples • Handouts

  19. Resources for you: • The ADRP: Association of Donor Relations Professionals: www.adrp.net. • The Stewlist: Charity Channel: www.charitychannel.com. • CASE: Council for the Advancement and Support of Education: www.case.org

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