Transcript handout - National Capital Gift Planning Council

Stewardship Basics
and Basic
Stewardship for Gift
Planning
Paige Eubanks-Barrow
Associate Director of Stewardship and Donor Relations
Carnegie Mellon University
Stewardship Defined
 The care of and accountability for the gift.
Donor Relations Defined
 The “care” of the donor and the
relationship.
Service after the sale?
Prospect Phase for Past Donors
(Stewardship Happens Here!)
Cultivation for Past Donors
(Stewardship Still Happens Here!)
Stewardship Phase
*Gasp*
Donation Fulfillment
(Still Happening!)
Acquisition Vs. Retention
 Cost Analysis
 Results
 Strategies
Critical Program Elements
Donor Relations
 Acknowledgement
 Recognition
 Engagement
 Communication
Stewardship
 Accounting
 Fund Oversight
 Reporting
 Communication
Donor Acknowledgement
 Thank you notes
Donor Recognition
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


Donor Listing Publication
Press Releases and Gift Announcements
Permanent Plaque Recognition
Special Event Recognition
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
Donor Communication
 Institutional and Organizational
Publications: magazines, newsletters,
other
 Event Communication: guest speakers,
institutional presentations, other
 Electronic Communication: Email, Ecards, E-newsletters, other
Fund Accountability
 Receipts
Fund Oversight
 Monitoring the numbers
 Ensuring fund allocation
 Ensuring APPROPRIATE fund allocation
Fund Communication
 Annual Impact Report
 Of the Fund
 Of the Organization
 Annual Financial Report
 Of the Fund
 Of the Organization
For your consideration…
 Interest: Education, Research,
Social/Political, Fine Arts, Other?
 Size: Large or Small?
 Service Sector: Public or Private?
Gift Planning
 What is different about donor relations
and stewardship when applied to gift
planning?
 What is the same?
Where does it begin?
 Before the Gift
 After the Gift
 Reporting to the donor
 Reporting to the family
 Engaging the family
 Continuing to engage the
family
 Protecting the donor
 Ensuring the legacy
 Others?
 Others?
A Place for Technology?
 Let’s talk about the “Internets!”
Ideas and Samples
 Handouts
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