A Practical Toolkit for Stewarding Top Donors
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1 Midwest Regional Forum A Practical Toolkit for Stewarding Top Donors Rebekah Nowak Northwestern University
2 Tools for Stewarding Top Donors Individual Stewardship Plans Donor Audit Next Steps Reports
3 Individual Stewardship Plans Who are they for? Top donors, closest to your organization Those who need a more personalized look Purpose Create specified stewardship touches Helps in long term planning Tools Needed Info from your database Intel from Gift Officers Gift Agreements
4 Stewardship Plan Mr. John Doe #87255 ('46 Trustee) Mrs. Jane Doe # (Trustee SP) Prospect ID: Last updated: March 07, 2016 Strategy: Solicit for $10M in 2016 for research at McCormick. Solicit in FY18 for $10M in support of WCAS. Prospect Manager: Giving Overview: Mr. Robert E. McQuinn Total giving to Northwestern: $25,514, Principal and Major Gifts of Note: Weinberg Coll of Arts & Sciences Doe Studies January 23, 2008 $5,000, Weinberg Coll of Arts & Sciences Doe Fund October 16, 2012 $2,000, Weinberg Coll of Arts & Sciences Doe Fund March 11, 2014 $1,200, Weinberg Coll of Arts & Sciences Doe Fund March 03, 2015 $1,000, Recent Stewardship Actions: Report Type: Description: Author: Date: See OnBase for details. Report Type: Description: Author: Date: Correspondence Bob sent CYE mailing Mr. Robert E. McQuinn January 25, 2016 Correspondence John is satisfied with McCormick/Doe Center course. Dr. J. M. Ottino November 12, 2015 John to Dean Ottino, "Thank you for your letter of October 30. I am delighted about your plans to develop a course around the serious problems of water scarcity..." See Onbase for full text Report Type: Correspondence Description: Dean Ottino sent summer book mailing Author: Dr. J. M. Ottino Date: July 31, 2015 Current and Future Stewardship Actions: Date: Program: Owner: Task: Date: Program: Owner: Task: Milestones: December 01, 2016 Weinberg Ms. Suzanne Reynolds Joyce John and Jane will receive an endowed fund report on: Doe Professorship August 01, 2017 Ms. Rebekah Holmes Nowak 2017 is the 5 year anniversary of the Doe Fund. Self John Doe (06/07/1925); 95th birthday in 2020 Self John Doe (1946); 70th MCC reunion in 2016 Spouse Jane Doe (02/26/1929); 90th birthday in 2019 Child Susan Doe (05/14/1958); 60th birthday in 2018 Child James Doe (06/25/1953); 65th birthday in 2018 Child A. Doe (01/18/1952); 65th birthday in 2017 Child Janet Doe (10/04/1963); 55th birthday in 2018 Child Sara Doe (04/01/1960); 60th birthday in 2020 Child Janet Doe (1993); 25th MDL reunion in 2018 Cousin Iris Doe (08/13/1945); 75th birthday in 2020 Next Solicitation Date: McCormick May 01, 2016 $10,000, more proposal(s) with future soliciation date(s) in CX Confidential - Stewardship Plan Confidential - Stewardship Plan
5 5 year anniversary of building dedication Milestone birthdays One year anniversary of milestone gift
6 One Year Anniversary
7 Donor Audit Allows us to think proactively Next Steps Report
8 Donor President Trustees VP, Deans, Sr Staff Other Grand Total Willie Wildcat Contact Report Attempted Contact 1 1 Correspondence Event Phone 5 5 Visit Allows us to think proactively Event Breakfast 1 1 Brunch 1 1 Campaign 3 3 Dinner 8 8 Luncheon 2 2 Pre-Game Gathering 5 5 Tailgate Party 2 2 Note General Information Holiday Gift / Card News 1 1 Stewardship Gift 1 2 3
9 Too many invitations? Above Average Below Average Spouse? Donor Audit How many gifts?
10 Prospect Name Next 60 days Next 61 to 180 days Next 181 to 730 days Last President contact President touches last 90 days Willie Wildcat 09/01/15: Anticipated stewardship visit from FSM staff member. 09/01/15: Anticipated stewardship visit from FSM staff member in the Fall. 12/01/15: Willie will receive an endowed 12/01/16: Willie will receive an endowed fund report on: Wildcat fund report on: Wildcat Fund for WCAS Fund for WCAS Biomedical Research Biomedical Research 01/09/17: 2017 is the 15th anniversary of the Willie Wildcat Auditorium at the Lurie Medical Research Center. 03/01/17: 15th Anniversary of the Willie Wildcat attrium at the Medical Research Center. 05/22/15 - Sent NULC President's Book Club Selection 1 Willa Wildcat 12/01/15: Willa to receive an endowed fund report on: Wildcat Chair; Wildcat Center; Allows us to think proactively 03/01/16: Willa to receive Scholarship thank you letter report on: Scholarship Fund - Athletics and Scholarship Fund - School of Speech 12/01/16: Willa to receive an endowed fund report on: Wilcat Chair; Wildcat Center 12/12/16: Willa's 85th birthday on January 12, /01/17: Willa to receive Scholarship thank you letter report on: Scholarship Fund - Athletics and Scholarship Fund - School of Speech 05/22/15 - Sent NULC President's Book Club Selection 1
11 50 th Wedding Anniversary
12 Upcoming campus visit
13 Benefits Challenges Planning Blind spots Compliance Cross department buy in
14 Questions? Comments? Rebekah Nowak Northwestern University
15
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