Quite the Pair: Gift Officers and Donor Engagement Innovate Through Collaboration-MIT Stewardship Plan Webform

MIT Stewardship Plan Webform

Pdf Summary

The document is an overview from a prospect management tool designed to aid fundraising efforts, specifically focusing on developing and implementing stewardship plans for donors. The outlined stewardship plan is part of a process for ensuring ongoing donor engagement after a gift has been received. Users are guided to answer several questions to create a customized plan, ensuring continuous communication and meaningful engagement with donors.

Key elements required for the stewardship plan include:
1. <strong>Designation of the Gift:</strong> Identifying where the donor's contribution is allocated.
2. <strong>Recommended Engagement Touches:</strong> Suggesting various forms of interaction such as emails, visits, and formal reports to maintain donor relations.
3. <strong>Recipient of Engagement:</strong> Determining if interactions should be directed to the primary donor or include their spouse.
4. <strong>Responsible Parties:</strong> Assigning specific staff members, gift officers, or senior officers to handle these engagements.
5. <strong>Frequency of Engagement:</strong> Deciding how often these touches should occur.

Additional insights are encouraged to enhance the stewardship and cultivation of the donor. The tool also prompts users to recognize upcoming special engagement opportunities such as reunions, anniversaries, birthdays, or committee meetings which could further reinforce donor relationships.

The document also includes technical support information for users experiencing issues with the platform, such as recommending the use of Google Chrome, clearing the browser cache, and provided contact details for further assistance.

Overall, the framework ensures that there are clear strategies for donor follow-up, aimed at fostering long-term relationships and maximizing future contributions.

Keywords

prospect management

fundraising

stewardship plans

donor engagement

gift designation

engagement touches

recipient of engagement

responsible parties

frequency of engagement

donor relationships