Donor Stewardship

Donor stewardship is a critical element of your organization’s fundraising strategy. Your ability to be transparent, communicate often and share future plans with donors will help you develop valuable, long-term relationships which can help with retaining those donors in the future.

Learning Objectives

By the end of this course, you will be able to:

• Define donor stewardship and describe why it is important.
• Describe how using donor segmentation can create an effective communication strategy.
• Explore the four pillars of stewardship and how they create better relationships with our donors.
• Learn to create an annual stewardship plan that will determine the annual relationship building activities.

Course Curriculum

Part One: What is Donor Stewardship?

Part Two: Acknowledgement

Part Three: Reporting

Part Four: Recognition

Part Five: Engagement

Part Six: Creating a Basic Stewardship Plan

Links & Additional Resources

6 downloadable resources and course transcript
10 links to online resources

Course Access & Duration 

This course is on-demand, meaning that you can take it anytime, at your own pace. The course will take approximately 1 to 1.5 hours to complete from start to finish. You have one year (365 days) to complete the course from the date of purchase before it will automatically expire in your account. However, once you open a course for the very first time, you will have unlimited access to complete the course within 3 months. You can choose to take the course in one sitting or in smaller bites. Either way, the course is entirely flexible and up to you how fast you complete it within the 3-month time frame!

Course Level/Prerequisites/Certification Credits

Introductory level, no prerequisites.

This training may be used to meet the requirements for renewing the Certified in Volunteer Administration (CVA) credential. One Professional Development Unit (PDU) is awarded for each 50-60 minute session or contact hour in topics related to volunteer resources management. For more details about the CVA program and renewal requirements, visit www.CVAcert.org or email info@cvacert.org.

Continuing education certification may be eligible through the Professional Administrators of Volunteer Resources – Ontario (PAVRO). For more information, please email pavro@pavro.on.ca.

Recommended Companion Courses:

Build Your Case for Donorship Support, Corporate Fundraising That Works, How Fundraising Works, How to Develop Corporate Sponsorship

Final Exam – The final exam is optional but highly recommended. If you choose not to complete the final exam, the course status on your eLearning dashboard will show as incomplete and you will not receive a certificate of completion.

Price

$99 – this price includes unlimited access to the course for 3 months and all the course downloads.

About the Course Authors

Rochelle Greaves, B.A. Mathematics & Roxanne Tackie, B.Comm Honours

Sisters and Co-founders of Story Point Consulting Rochelle and Roxanne work together to build fundraising capacity for small, grassroots nonprofit teams.

As someone who loves numbers, video games and fantasy fiction, Rochelle uses her 15+ years of experience in analytics and reporting to help nonprofits increase their fundraising capacity and revenue by using data-driven decision making. Roxanne is a creative, an avid tap dancer and instructor who enjoys crafting and baking. With over 15 years of experience in the nonprofit sector including as a former Executive Director, Roxanne uses her skills to help nonprofit teams develop genuine and long-term relationships with their donors. She excels at writing impact stories, donor stewardship strategies, and donor prospecting.

Together, Rochelle and Roxanne have worked with various organizations across Canada, developing and refining fundraising plans. Rochelle and Roxanne have also spoken and led webinars at provincial and national conferences including The Canadian Association of Gift Planners, The Association of Fundraising Professionals, The Western Canada Fundraising Conference, The Recreation Manitoba Conference, and the Ontario Therapeutic Recreation Association.

To learn more about Story Point Consulting visit www.storypoint.ca