1. Donor Retention through Donor Relations Lynne M. Wester @donorguru February 6, 2014 NAYDO Webinar sponsored by Lighthouse Counsel

2. ©2014 DonorRelationsGuru

3. 3 Donor Recognition and Stewardship Is there a better way to do this? What are some ways that we can better serve our donors? What is someone else doing that we’re not? Is there an app for that? Making Innovation a Priority ©2014 DonorRelationsGuru

4. Who are we talking about? High Level Annual Donors People Falling through the Cracks 4 ©2014 DonorRelationsGuru

5. The Facts, Just the Facts What is your retention rate? At YU we went from 48% to 72% in three years of concentrated donor relations efforts What would a 10% increase in retention mean to your organization? ©2014 DonorRelationsGuru

6. The “Blanket” Approach 6 ©2014 DonorRelationsGuru

7. Data Analysis and Leveling A.Donors of 25K- 100K TPF for the previous FY or Cumulative Lifetime TPF of 100K to 1 Million B.Donors of 100K-500K TPF for the previous FY or Cumulative Lifetime TPF of 1 Million plus TPF= Total Philanthropic Funds=Cash+Pledges A.734 constituents B.186 constituents 7 ©2014 DonorRelationsGuru

8. Other Groups Added Loyalty Donors First Time Donors Anyone who needs extra touch and care 8 ©2013 DonorRelationsGuru

9. What drives your camp donors? Belonging, feeling connected Nostalgia, memories from when young Staying connected, even if out of town Personal help Incentive to visit ©2013 DonorRelationsGuru

10. Calendar Approach August- Thank You Postcard September- Rosh Hashanah email greeting October- Phone Call from Student November- Donor Recognition Event December- Hanukkah Postcard January- Invitations to YU Museum Event February- Hand Written Note March- Pesach Postcard April- Impact of Giving Report May- Commencement Invitation and Webcast 10 ©2014 DonorRelationsGuru

12. Impact Piece 12 ©2014 DonorRelationsGuru

13. Impact Piece 13 ©2014 DonorRelationsGuru

14. Postcards 14 ©2014 DonorRelationsGuru

16. Emails ©2014 DonorRelationsGuru 44% open Rate!

17. Thank a Donor Week ©2014 DonorRelationsGuru

18. Building Updates ©2014 DonorRelationsGuru

19. Video ©2014 DonorRelationsGuru

20. Thank a Thon ©2014 DonorRelationsGuru

21. Website ©2014 DonorRelationsGuru

22. Questions? Comments 22 Lynne Wester lynne@donorrelationsguru.com www.donorrelationsguru.com Friend me on Facebook Follow me on Twitter @donorguru