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Valencia College Foundation, Inc. Donor Stewardship PlanTable of Contestable of Contents Mission Statement Defining Stewardship Guiding Principles Implementation Lifetime Donor Recognition and Privileges Special

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How to fill out a donor stewardship plan:

1. Determine your goals and objectives for donor stewardship.
2. Identify the steps and actions that need to be taken to achieve those goals and objectives.
3. Develop a timeline and schedule for implementing the donor stewardship plan.
4. Assign responsibilities to team members or departments for each step of the plan.
5. Gather all relevant donor information, including contact details, giving history, and donor preferences.
6. Segment your donor list based on different criteria, such as giving level, interests, or involvement.
7. Determine the appropriate stewardship activities for each donor segment, such as personalized thank-you notes, exclusive events, or impact reports.
8. Create a communication plan to keep donors informed and engaged throughout the stewardship process.
9. Implement the stewardship plan by executing the assigned tasks and activities according to the timeline.
10. Monitor and evaluate the effectiveness of the stewardship plan, making adjustments and improvements as needed.

Who needs a donor stewardship plan:

1. Nonprofit organizations that rely on donations from individuals, corporations, or foundations.
2. Development or fundraising departments within nonprofits.
3. Development professionals, fundraisers, or nonprofit leaders in charge of cultivating and maintaining donor relationships.
4. Any organization or individual seeking to build long-term, meaningful relationships with donors and maximize their impact.

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What is donor stewardship plan?

A donor stewardship plan is a strategic approach taken by organizations to cultivate and maintain positive relationships with donors. It involves activities and strategies aimed at acknowledging, recognizing, and communicating with donors to strengthen their commitment and support.

Who is required to file donor stewardship plan?

There is no specific legal requirement to file a donor stewardship plan. However, non-profit organizations and fundraising professionals often create and implement such plans to ensure effective donor management and engagement.

How to fill out donor stewardship plan?

Filling out a donor stewardship plan involves several steps. These may include identifying donor segments, setting goals and objectives, defining acknowledgment and recognition strategies, designing communication plans, evaluating performance, and making necessary adjustments.

What is the purpose of donor stewardship plan?

The purpose of a donor stewardship plan is to foster strong and lasting relationships with donors. It helps organizations retain current donors, encourage repeat donations, and attract new donors by demonstrating appreciation, providing appropriate recognition, and keeping donors engaged and informed.

What information must be reported on donor stewardship plan?

The specific information to be included in a donor stewardship plan may vary depending on the organization and its goals. Generally, it should cover donor profiles, communication channels, acknowledgment processes, recognition methods, frequency of donor contact, and evaluation metrics.