1. Nuts and Bolts: Is it Donor Relations or Stewardship? Kathleen Diemer, CFRE NCPGC Luncheon December 9, 2015

2. A Tale of Two Decades  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

3. 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)

4. The Parts of the Whole  Gift Acceptance  Acknowledgement  Recognition  Reporting (Stewardship)

5. You May Also See  Acknowledgement  Stewardship  Recognition  Engagement

6. Gift Acceptance  Mechanism for Recording and Receipting (Database)  Definition of Gifts  Types of Gifts  Policy  Minimum Requirements  Gift Documentation

7. Acknowledgement  Tax Receipts  Thank You Letters  Tribute Gifts

8. Acknowledgement (continued)  Policies  Segmentation/Signatures  Timing/Frequency  Content/Personalization/Salutations  Delivery  Reporting and Recording

9. Acknowledgement (continued)  Meaningful Acknowledgements Should:  Be Timely and Accurate  Instill Confidence in Donors  Focus on the Donor’s Relationship with Your Institution and the Impact of the Donor’s Giving  Keep Things Simple

10. Recognition  Funds  Facilities  Donor Listings (Honor Rolls)  Recognition Societies  Events  Other Activities  Communications

11. Reporting (Stewardship)  Accurate Recording  Appropriate Use  Financial Data  Annual  Endowment  Impact

12. Reporting (Continued)  Considerations  Gift/Fund Agreements  Giving Levels  Types of Gifts  Special Projects/Solicitations  Implementation/Completion of Projects or Programs

13. Reports (Continued)  Not Necessarily Paper  Communications  Videos  Portals  Experiences

14. Resources  Donor Centered Fundraising and The Burk Donor Survey by Penelope Burk  Effective Donor Relations by Janet Hedrick  Intentional Stewardship by Julia Emlen  The 4 Pillars of Donor Relations by Lynne Wester  The Art of the Handwritten Note by Margaret Shepherd

15. Resources (Continued)  Association of Donor Relations Professionals (www.adrp.net)  The Donor Bill of Rights (www.apf.net)  AFP Code of Ethical Standards (www.afp.net)

16. Questions? Kathleen Diemer, CFRE Executive Director of Donor Relations and Advancement Communications George Mason University kdiemer@gmu.edu