Coordinate schedules with major donors to find a mutually convenient time for a face-to-face meeting.
Prepare an agenda for the meeting to ensure that all relevant topics and questions are addressed.
During the meeting, actively listen to the donor's aspirations and motivations for giving.
Take notes during the meeting to record important details and follow-up actions.
Identify staff members or volunteers who have the necessary knowledge and rapport to serve as dedicated points of contact.
Clearly communicate the role and responsibilities of the point of contact to both the donor and the staff member/volunteer.
Regularly check in with the point of contact to ensure they are effectively supporting the donor's needs.
Encourage the point of contact to maintain open lines of communication and build a strong relationship with the donor.
Gather publicly available information about the donor from sources like social media, news articles, and organization records.
Analyze the collected information to identify the donor's personal interests, values, and previous philanthropic activities.
Use the insights gained from the research to customize cultivation strategies and communication with the donor.
Regularly update the donor's profile with any new information or changes in their interests and preferences.
Identify suitable beneficiaries or program participants who can effectively share their experiences with donors.
Arrange opportunities for donors to interact with beneficiaries, such as site visits, events, or virtual meetings.
Prepare beneficiaries to articulate the impact of the organization's work and provide them with relevant talking points.
Follow up with donors after the interaction to collect feedback and further discuss the organization's impact.
Design and distribute surveys to donors to gather feedback on their experiences, satisfaction, and suggestions for improvement.
Organize focus groups with select donors to facilitate in-depth discussions and gather qualitative feedback.
Schedule one-on-one conversations with donors to provide a personalized space for them to express their opinions and preferences.
Analyze the collected feedback to identify common themes and areas for improvement in donor relations.
Plan and organize special events, such as appreciation dinners, receptions, or exclusive tours, specifically for donors.
During the event, express gratitude to the donors for their support and acknowledge their contributions.
Provide updates on the organization's progress, achievements, and future plans to keep donors engaged and informed.
Collect feedback from donors after the event to assess their satisfaction and gather suggestions for future events.
Identify suitable donor candidates who have the expertise, influence, and passion to contribute to advisory boards or committees.
Extend personalized invitations to selected donors, clearly outlining the responsibilities and benefits of joining.
Provide orientation and onboarding for new advisory board or committee members to familiarize them with their roles and the organization.
Regularly communicate and collaborate with advisory board or committee members to ensure their active involvement.
Identify volunteer opportunities within the organization that align with donors' interests and skills.
Reach out to donors to inform them about the available volunteer opportunities and explain how their involvement can make a difference.
Ensure that the volunteer experience is well-structured, impactful, and provides a sense of fulfillment for the donors.
Recognize and appreciate donors' volunteer contributions to reinforce their connection to the organization.
Organize virtual fundraisers, donor drives, or galas to mobilize support and raise funds for the organization.
Extend invitations to donors to participate in these special fundraising activities, emphasizing their importance in achieving the organization's goals.
Provide clear instructions and guidelines for donors to participate effectively and contribute to the fundraising efforts.
Acknowledge and celebrate donors' contributions to the fundraising activities to foster a sense of appreciation and accomplishment.