Original Broadcast Date: September 23, 2021

Summary: Many staff members of small teams have the responsibility of wearing multiple hats within their organization. So how do we manage to adequately develop, and maintain relationships with donors with a lack of time and resources? In this session, we will discuss the fundamentals of donor stewardship, with a focus on strategies to efficiently use staff time. We present practical guidance and tips that your small team can implement immediately. This webinar recording is best suited for staff and volunteers of nonprofits who are new to fundraising or have not received formal fundraising training, and have an active role in their organization’s fundraising activities.

Webinar resources

Download the slide deck
Download the Donor Stewardship Cheat Sheet
StoryPoint Consulting Resource Library
Five fundraising activities that board members love to lead

Webinar Recording

About the presenters

Roxanne Tackie, B.Comm (Honours)
Roxanne has over a decade of experience in the nonprofit sector. As a former Executive Director, Roxanne’s role as a nonprofit professional has included identifying prospects, grant and proposal writing, developing and implementing stewardship plans, and creating impact reports for donors. Roxanne currently provides coaching and training for nonprofit staff and volunteers, and consulting services aimed at increasing fundraising capacity for organizations. The best part of Roxanne’s work is learning about the diverse organizations within the nonprofit sector, and using her skills to help people develop genuine and long-term relationships with their donors.

Rochelle Greaves , BA Mathematics
Rochelle has worked for over a decade as an analytics professional. She spent the majority of her career working for major financial institutions in Toronto where she used her knowledge to measure key metrics and trends. With a B.A. in Mathematics from York University in Ontario, she has excellent knowledge of statistical packages and analytics tools. Currently, as the co-founder of Story Point Consulting, Rochelle continues to use her skills to provide coaching and training for nonprofit staff and volunteers. She also consults with organizations helping them use their data to improve efficiency, reporting, and strategic decision making. 

 

“Really appreciate CharityVillage continuing to offer these webinars – they are a great resource for our sector!“

– Past CharityVillage Webinar Participant