1. Stewardship Basics and Basic Stewardship for Gift Planning
Paige Eubanks-Barrow
Associate Director of Stewardship and Donor Relations
Carnegie Mellon University

2. Stewardship Defined
The care of and accountability for the gift.

3. Donor Relations Defined
The “care” of the donor and the relationship.

4. Service after the sale?

5. Acquisition Vs. Retention
Cost Analysis
Results
Strategies

6. Critical Program Elements
Donor Relations
Acknowledgement
Recognition
Engagement
Communication
Stewardship
Accounting
Fund Oversight
Reporting
Communication

7. Donor Acknowledgement
Thank you notes

8. Donor Recognition Donor Listing Publication
Press Releases and Gift Announcements
Permanent Plaque Recognition
Special Event Recognition

9. 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

10. Donor Communication
Institutional and Organizational Publications: magazines, newsletters, other
Event Communication: guest speakers, institutional presentations, other
Electronic Communication: , E-cards, E-newsletters, other

11. Fund Accountability
Receipts

12. Fund Oversight Monitoring the numbers Ensuring fund allocation
Ensuring APPROPRIATE fund allocation

13. Fund Communication Annual Impact Report Annual Financial Report
Of the Fund
Of the Organization
Annual Financial Report

14. For your consideration…
Interest: Education, Research, Social/Political, Fine Arts, Other?
Size: Large or Small?
Service Sector: Public or Private?

15. Gift Planning
What is different about donor relations and stewardship when applied to gift planning?
What is the same?

16. Where does it begin? After the Gift Before the Gift
Reporting to the family
Continuing to engage the family
Ensuring the legacy
Others?
Before the Gift
Reporting to the donor
Engaging the family
Protecting the donor
Others?

17. A Place for Technology?
Let’s talk about the “Internets!”

18. Ideas and Samples
Handouts

19. Resources for you:
The ADRP: Association of Donor Relations Professionals:
The Stewlist: Charity Channel:
CASE: Council for the Advancement and Support of Education: