Blog

Personal stewardship is key to retaining donors, especially major gifts donors. But what about other donors? ALL donors deserve shows of gratitude and a report on how their gift is changing lives.

While personalized stewardship would be a terrific way to retain donors at all levels, it is not realistic in fast-paced world of nonprofits. So how can we make thoughtful and intentional stewardship possible for donors at every giving amount?

Creating a systematic approach to stewardship could be the answer.

Two summers ago, when I was an Executive Director at a nonprofit in Portland, OR, I agreed to participate in a weeklong cycling event where we would ride over 350 miles, climb nearly 20,000 feet and camp out in various small towns over the course of the week.

Congratulations! The gift agreement is signed, and the joyful donor has made a bequest in their will. As a result, they have become a member of your legacy giving society. They are looking forward to your annual dinner and receiving the regular newsletter. But is that all there is for the next, ten, fifteen, or twenty years?

Everyone agrees that stewardship is important, but too often it drops to the bottom of the priority list for busy nonprofit professionals. Here are five overlooked ways to say thanks all year long.

Looking through my bookshelf, I came across The Go-Giver by Bob Burg and John David Mann. I was gifted this book in my first few months as a fundraiser when a mentor of mine slid it across a coffee table in my direction with a credulous smile and told me there’s one contingency (you’ll have to read on your own to find out!) if I decided to follow its teachings.

My partner Dana has an unusual obsession with Mount Washington. The 6,148-foot New Hampshire peak holds the world record of the highest wind speed ever recorded on land: 231 mph back in 1934.

One of my favorite DBD axioms is “Listen the gift.” We use this as we coach our clients through a major or transformational gift ask. Listening to our prospect is an important piece of the puzzle in creating a meaningful outcome for the donor and the organization.

After the disruption of the past four years, it seems a great time to pause and think differently – not just about the organization, changing demographics, AI, or the shifts in technology that are all affecting our fundraising, but about our donors. They are the heart of it all. 

Years ago, I was working with a very skilled major gifts officer. She had a donor, Elizabeth, who was in her 90s and who was very loyal to the organization. However, this staff member had tried contacting Elizabeth over and over through e-mail or by phone and leaving voicemails. As much as she tried diligently to get in touch with Elizabeth, she was unsuccessful. She started telling herself a variety of stories. Maybe something is wrong or she’s sick? Maybe I upset her with all my emails. Maybe she heard something negative about our organization? Maybe I offended her by asking her for money? Maybe she died?

During the pandemic we introduced the concept of “radical stewardship”. We reinforced the necessity of lifting up, thanking and honoring those who were our most loyal friends and donors during that difficult time.