Donor Relations to the Annual/Regular Donor. Welcome. Trends 7/19/2013. DR&S Not Just for MG Donors. Trends. Integrating Strategies.

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1 Howto Provide Outstanding Donor Relations to the Annual/Regular Donor Colleen Brade RuffaloCODY Welcome DR&S Not Just for MG Donors Trends Integrating Strategies Examples What s Happening in Your Shop? Trends Saying Thank You Recognizing Donor Behavior Impact Reporting Multichannel DR&S Efforts 1

2 Integrating Strategies Solicitation, communications, stewardship calendar Includes mail, phone, electronic and social media Binderwith all communications pieces Timeline Branding of Loyalty society LEAD LEAD = Loyal Engaged Annual Donors (5+ years of consecutive giving) Potential LEAD = (4+ years of consecutive giving) ( y g g) Website Letterhead Pledgecard Notecards Newsletter 2

3 Month Activity July Year End Thank You Letter Reporting on Year printed on LEAD Letterhead New LEAD receive Welcome Letter August Solicitation Early Bird Appeal November Events: Fall and Spring Address Label Solicitation Homecoming Offer and Theater Event with Cocktail Reception All LEAD mailings include special language geared to LEAD donors and potential LEAD donors, using LEAD stationery and materials. Rochester Institute of Technology Excerpts from an message from Nicole Shepard at UB: At this point, we are no longer doing the Thanks for sticking with us magnet or the UB Loyal society. Here are a few things we are doing. We re really focusing on communicating impact In July, we mail an impact newsletter to all donors ($1+) from the fiscal year that just ended. Currently, all schools have their own newsletter that features stories about how philanthropy made a difference. Moving into the next fiscal year, we multi purpose those same impact newsletters and send them to all first time donors along with their first time gift acknowledgment from the dean/unit head. This year, we re going to try to send a student thank you video immediately to all first time donors upon receipt of their gift. 3

4 These are our basic stewardship touches throughout the year. Most of these are sent to all donors, although a few are a bit more narrow in focus. We try to build in segmented loyal and first time messaging when we can. In addition to the below, there are activities intended for higher end donors. January: Happy New Year/thank you for your support e mail from President New Year/html.html (if this link doesn t work, please let me know) In January, we also have the President send hand signed notes to donors with loyal giving of 30+ years. February: Student thank a thon month. Students from each school call higher level donors and loyal donors to say thank you. There is special message for each. Additionally, we employ one year round student who calls (on a weekly basis) all donors from $50 $100 to say thank you. She also calls all first time donors (special message). March: Invitation to Donor Appreciation Night at Alumni Arena (discounted tickets to basketball game) April July: Each year we try to send impact e mail blasts that are specific by fund/donor. For example, all donors to the Dean s Vision Fund for the School of Dental Medicine this year, will receive an e mail that tells them how their gifts made a difference. June: Student thank you video message you can see the one we just sent here: July: Impact newsletters mailed. Saint Peter s University Fiscal Year End Reminder Message from President Also a Calendar Year End/Holiday Message 4

5 Feedback What s Happening in Your Shop? Special Thanks Marya Neary, Associate Director of the Annual Fund mneary@newhaven.edu Nicole Shepard, Director of Donor Relations and Stewardship nms23@buffalo.edu RIT Vicky DelRio, Associate Director, the Fund for RIT vlddar@rit.edu Saint Peter s University Donna Lindsey, Manager of Annual Giving dlindsey@saintpeters.edu Thank you! For more information contact: Colleen Brade colleen.brade@ruffalocody.com Please complete the session evaluation at: 5