stewarding planned gifts and engaging planned giving donors kathleen diemer, cfre ncgpc luncheon...
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The Kathleen Diemer Presentation DisclaimerTRANSCRIPT
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Stewarding Planned Gifts and Engaging Planned Giving Donors
Kathleen Diemer, CFRENCGPC Luncheon December 9, 2015
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Special Recognition
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The Kathleen Diemer Presentation Disclaimer
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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 Practices
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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)
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The Parts of the Whole Gift Acceptance Acknowledgement Recognition Reporting (Stewardship)
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You May Also See Acknowledgement Stewardship Recognition Engagement
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Planned Gifts vs. Planned Giving Donors Terminology Types of Gifts Donor Experience Being Donor Centric
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Excuses for a Lack of Donor Relations Time Budget Staffing
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List 5 Donors with Planned Gift Commitments Who Need Immediate Attention
1) ___________________________2) ___________________________3) ___________________________4) ___________________________5) ___________________________
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List Your 3 Biggest Challenges to Reporting on Planned Gifts
1) ___________________________2) ___________________________3) ___________________________
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Challenges to Stewarding Planned Gifts Not All Types are Created Equal Not Yet Realized Donor May be Deceased Respecting Donor Privacy
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Engaging Your Donors Doesn’t Need to be Difficult Know Your Donors Know Their Expectations Use What You Have
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What Are You Currently Doing for Donors Who Have Planned Gift Commitments?
_____________________________________________________________________________________________________________________________________________________________________________________________
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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 Donor
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No Budget Recognition and Engagement Existing Communications Unique Experiences Build on Existing Events/Activities Access to People and Places
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List 3 Existing Communications You Could Use to Recognize Donors Who Have Planned Gift Commitments
1) ___________________________2) ___________________________3) ___________________________
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List 3 Unique Experiences You Can Provide for Donors
1) ___________________________2) ___________________________3) ___________________________
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List 3 Existing Activities or Events You Can Utilize to Engage Donors
1) ___________________________2) ___________________________3) ___________________________
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Stewardship Doesn’t Always Require Paper Communications Video Online Experiences
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List the Reporting/Stewardship You Currently Provide for Planned Gift Commitments
1) ___________________________2) ___________________________3) ___________________________4) ___________________________5) ___________________________
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Organizational Partners in Stewardship Financial Management Information Technology Beneficiaries Facilities Fund Administrators
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List the Reports and Activities Your Donors Want
1) ___________________________2) ___________________________3) ___________________________4) ___________________________5) ___________________________
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Questions?
Kathleen Diemer, CFREExecutive Director of Donor Relations and Advancement CommunicationsGeorge Mason [email protected]