Transcript Starting a Stewardship Department

Starting a Stewardship
Program
Patricia Gibbons Haylon ‘83
Director of Special Events and Donor Relations
College of the Holy Cross
June Putnam-Goldsmith ‘07
Director, Stewardship and Donor Relations
University of San Francisco
Introductions
Trish Gibbons Haylon:
Director Special Events & Donor
Relations
June Putnam-Goldsmith:
Director Stewardship & Donor
Relations
Agenda
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What is Stewardship?
How did our programs start?
Why is stewardship important to
fundraisers?
How to involve the fundraisers
Is there a line between what is
meaningful and what is redundant?
The best way to say thanks?
Stewardship
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Stewardship is a sense of personal
responsibility for taking care of
something that is not one's own.
Stewardship assures donors that
their gift is being used for its
intended purpose and shows donors
that the institution is fiscally
responsible.
Stewardship
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The process whereby an institution
cares for and protects its
philanthropic support - its gifts and
those who give them – in a way
that responds to the donor’s
expectations and respects the act of
giving. from CASE
Stewardship
“…is the first and last step in maintaining a
strong relationship with the donors.” Penelope Burk
Donor Centered Fundraising
Why is Stewardship Important?
Recognition
Cultivation & Solicitation
Stewardship
Identify & Research Prospects
How did we get here?
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Survey
Committee
Task Force
Capital Campaign
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Beginning
Middle
End
How to involve fundraisers
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Explain that stewardship is an integral
part of the fundraising
Build Partnerships
Give clear objectives
Show the BIG picture and how you can
help them
Be the “come to person”
Stewardship = Cultivation
Reinforce that stewardship is an excellent
investment because current donors are
often the best prospects
“ Communicating results is the most
important thing a fundraiser can do
to ensure ongoing loyalty.”
Penelope Burk
Who else should be involved?
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Deans
University Vice Presidents
Directors
Athletic Staff
Department Heads
Anyone who benefits from the
generosity of a major donor (i.e.
Professors, Chairs, etc.)
Internal Survey
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Who to speak with
What format
Where to go from here
Why do one
How to begin
University of San Francisco
Vice President
University
Advancement
Planned Giving
Director
Major Gifts
Director
Stewardship
Corporations
&
Foundations
Director
Alumni
Relations
College of the Holy Cross
Vice President for
Development &
Alumni Relations
Director of
Special
Events & Donor
Relations
Director of
Development
Director of
Principal Gifts
Director of
Alumni Relations
Director of
Advancement
Services
Is there a line between what is
meaningful and what is redundant?
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Our success stories
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Holy Cross
University of San Francisco
You are the donor
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Position yourself as a central
resource
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All stewardship flows through you, for
consistency from year to year and
throughout your organization
Avoids duplicate efforts.
The best way to say thanks?
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Gifts (i.e. lapel pins, books, crystal)
Thank you notes
Endowment reporting
Events (celebrations, dedications etc..)
Naming Opportunities
Recognition/Achievement Societies
Gift Announcements/ Articles in magazine
Personal visits
Student recipient thank you
Direct correspondence from Pres., VP etc.
Involve major donors when possible (i.e. as
Trustees or members of an Advisory Board
The personal touch
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Reports, acknowledgements, gift
reciepts, scholarships and
endowment reporting, etc.
Personal Stewardship plans
Other duties as assigned
Conclusion
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A strong stewardship program should be:
Systematic
 Strategic
 Consistent
With a strong commitment to:
 Quality
 Timeliness
 Efficiency
 Effectiveness
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Questions?