Kathleen Diemer CFRE NCGPC Luncheon December 9 2015 Special Recognition The Kathleen Diemer Presentation Disclaimer Our Work is Changing The Way We Were Say Goodbye to Tchotchkes Say Hello to Technology ID: 475404
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Slide1
Stewarding Planned Gifts and Engaging Planned Giving Donors
Kathleen
Diemer
, CFRE
NCGPC Luncheon
December 9, 2015Slide2
Special RecognitionSlide3
The Kathleen Diemer
Presentation DisclaimerSlide4
Our Work is Changing
The Way We Were
Say Goodbye to Tchotchkes
Say Hello to Technology
Read the Papers Lately?
Generational Shifts
Changing Needs and Wants of Donors
Emergence of a Professional Field
ADRP/AASP Best PracticesSlide5
What is Donor Relations?
Donor relations
is the comprehensive effort of any nonprofit that seeks philanthropic support to ensure that donors experience high quality interactions with the organization that foster long-term engagement and investment. (ADRP 2010)Slide6
The Parts of the Whole
Gift Acceptance
Acknowledgement
Recognition
Reporting (Stewardship)Slide7
You May Also See
Acknowledgement
Stewardship
Recognition
EngagementSlide8
Planned Gifts vs. Planned Giving Donors
Terminology
Types of Gifts
Donor Experience
Being Donor CentricSlide9
Excuses for a Lack of Donor Relations
Time
Budget
StaffingSlide10
List
5
Donors with Planned Gift Commitments Who
Need Immediate Attention
___________________________
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List Your 3 Biggest Challenges to Reporting on Planned Gifts
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Challenges to Stewarding Planned Gifts
Not All Types are Created Equal
Not
Y
et
R
ealized
Donor May be Deceased
Respecting Donor PrivacySlide13
Engaging Your Donors Doesn’t Need to be Difficult
Know Your Donors
Know Their Expectations
Use What You HaveSlide14
What Are You Currently Doing for Donors Who Have Planned Gift Commitments?
___________________________
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___________________________
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Engagement
Should be Thoughtful and Meaningful
Should Respect Budgets, But Can be Accomplished without Cost
Should Utilize Creativity and Institutional Advantages
Should Focus on the Preferences and Desires of Your DonorSlide16
No Budget Recognition and Engagement
Existing Communications
Unique Experiences
Build on Existing Events/Activities
Access to People and PlacesSlide17
List 3 Existing Communications You Could Use to Recognize Donors Who Have Planned Gift Commitments
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___________________________Slide18
List 3 Unique Experiences You Can Provide for Donors
___________________________
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List 3 Existing Activities or Events You Can Utilize to Engage Donors
___________________________
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Stewardship Doesn’t Always Require Paper
Communications
Video
Online
ExperiencesSlide21
List the Reporting/Stewardship You Currently Provide
for
Planned Gift Commitments
___________________________
___________________________
___________________________
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___________________________Slide22
Organizational Partners in Stewardship
Financial Management
Information Technology
Beneficiaries
Facilities
Fund AdministratorsSlide23
List the Reports and Activities Your Donors Want
___________________________
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Questions?
Kathleen
Diemer
, CFRE
Executive Director of Donor Relations and Advancement Communications
George Mason University
kdiemer@gmu.edu