casedrmidlevel
TRANSCRIPT
![Page 1: Casedrmidlevel](https://reader036.vdocuments.mx/reader036/viewer/2022081603/55a0b9c41a28abf7608b47a2/html5/thumbnails/1.jpg)
1
Mid-Level Donor Stewardship
Lynne M. Wester
Yeshiva University
![Page 2: Casedrmidlevel](https://reader036.vdocuments.mx/reader036/viewer/2022081603/55a0b9c41a28abf7608b47a2/html5/thumbnails/2.jpg)
COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 2
Road Map
Understanding the Giving Gap
Benefits of Mid-Level Strategies – What’s in it for you!
What’s a Mid-Level Strategy Look Like
Visualizing the Future: Evidence for Success
Questions?
![Page 3: Casedrmidlevel](https://reader036.vdocuments.mx/reader036/viewer/2022081603/55a0b9c41a28abf7608b47a2/html5/thumbnails/3.jpg)
The Collapsed Giving Pyramid
Annual FundAnnual Fund
Major Giving
What’s Missing? No real focus on mid-level donors
The Giving Gap
![Page 4: Casedrmidlevel](https://reader036.vdocuments.mx/reader036/viewer/2022081603/55a0b9c41a28abf7608b47a2/html5/thumbnails/4.jpg)
The Donor Sombrero
![Page 5: Casedrmidlevel](https://reader036.vdocuments.mx/reader036/viewer/2022081603/55a0b9c41a28abf7608b47a2/html5/thumbnails/5.jpg)
• Donor Intelligence Driven
• Multi-Channel & Truly Integrated
• High Tech
• Highly Personal
• Appropriate ROI Measurements
What Mid-Level Strategy Looks Like
![Page 6: Casedrmidlevel](https://reader036.vdocuments.mx/reader036/viewer/2022081603/55a0b9c41a28abf7608b47a2/html5/thumbnails/6.jpg)
Determining Interest
PASSIVE DATA• Demographics• Historical Giving Data• Mail – Responders
Only• Interactive / Online
• Open rates• Click-thru rates• Video view rates• Multiple sessions• Response rates• Heat map
![Page 7: Casedrmidlevel](https://reader036.vdocuments.mx/reader036/viewer/2022081603/55a0b9c41a28abf7608b47a2/html5/thumbnails/7.jpg)
Determining Interest
ACTIVE DATA• Face to Face• Survey
– What are the most important questions to ask?
– What can we learn?– Rate your loyalty,
connection points, likelihood to give
• Cross-Channel Integration
• Involvement
![Page 8: Casedrmidlevel](https://reader036.vdocuments.mx/reader036/viewer/2022081603/55a0b9c41a28abf7608b47a2/html5/thumbnails/8.jpg)
1. Analyze current situation2. Identify Mid-Level potential and donor interest3. Develop Mid-Level strategies4. Establish timelines and measures of success5. Creating Accountability6. Make the Case; Create win-win7. Refine for the future
Implementation Plan Steps
Changing the Culture
![Page 9: Casedrmidlevel](https://reader036.vdocuments.mx/reader036/viewer/2022081603/55a0b9c41a28abf7608b47a2/html5/thumbnails/9.jpg)
Calendar Approach• August- Champions Gate Wrap up Piece• September- YU Tomorrow Mailing, Rosh Hashanah email
greeting• October- Hanukkah Dinner Invite, Medical Ethics Conference
Wrapup, Invitations to YU Museum Event
• November- Report of Donors/ Honor Roll and Donor Recognition Event
• December- Hanukkah Dinner Slideshow• January- Soy Sepharim Sale Announcement and Follow Up• February- Scholarship Impact Piece• March- YU Tomorrow Mailing
• April- Impact of Giving Report• May- Commencement Invitation and Webcast
COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 9
![Page 10: Casedrmidlevel](https://reader036.vdocuments.mx/reader036/viewer/2022081603/55a0b9c41a28abf7608b47a2/html5/thumbnails/10.jpg)
Tips and Tricks
• Everything starts with data – validate assumptions
• Data informs strategy
• Don’t get distracted by “shiny” tactics
• Begin with the end in mind
• Set appropriate metrics for success in the start
• Continuously measure and tweak ideas and efforts
• Repurpose content but with unique spin for each segment, use
• Personalize everything for the individual – no excuses!
• Don’t be afraid to let go and be transparent once framework exists
COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 10
![Page 11: Casedrmidlevel](https://reader036.vdocuments.mx/reader036/viewer/2022081603/55a0b9c41a28abf7608b47a2/html5/thumbnails/11.jpg)
Examples
COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 11
![Page 12: Casedrmidlevel](https://reader036.vdocuments.mx/reader036/viewer/2022081603/55a0b9c41a28abf7608b47a2/html5/thumbnails/12.jpg)
Examples
COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 12
![Page 13: Casedrmidlevel](https://reader036.vdocuments.mx/reader036/viewer/2022081603/55a0b9c41a28abf7608b47a2/html5/thumbnails/13.jpg)
Examples
COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 13
![Page 14: Casedrmidlevel](https://reader036.vdocuments.mx/reader036/viewer/2022081603/55a0b9c41a28abf7608b47a2/html5/thumbnails/14.jpg)
Examples
COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 14
![Page 15: Casedrmidlevel](https://reader036.vdocuments.mx/reader036/viewer/2022081603/55a0b9c41a28abf7608b47a2/html5/thumbnails/15.jpg)
Questions? Comments
• Lynne Wester
• www.donorrelationsguru.com
• Friend me on Facebook
• Follow me on Twitter @donorguru
COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 15