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Donor Stewardship Best Practices
Donor Stewardship Best Practices

Tips for stewarding your donors well & increasing future donations & engagement.

Megan Carlson Kladakis avatar
Written by Megan Carlson Kladakis
Updated over a week ago

Donors give because they want to make a difference. Period.

When charities put 110% effort into effective marketing & appeals to get donors to give but little (or *gasp* none) into post-donation stewardship, donors quickly lose confidence their gift made a difference and are less likely to donate to you again.

What Can I Do? ๐Ÿคทโ€โ™‚๏ธ

  1. Make a plan
    Create a post-donation strategy/process & timeline everyone on your team is aware of/has agreed to (ex: admin, finance, development, executive team, etc) for thanking donors & letting them know how their gift has made a difference.
    Example:
    - If a donor makes a one-time donation, that donor will receive:
    > An immediate email receipt (Harness takes care of for you)
    > An immediate text message "thank you" (Harness sends for you)
    > Added to your monthly/quarterly email list
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    - If a donor makes a monthly donation, that donor will receive:
    > An immediate email receipt (Harness takes care of for you)
    > An immediate text message "thank you" (Harness sends for you)
    > A monthly text message "thank you" & update (Harness sends for you)
    > Added to your monthly/quarterly email list
    > A mo/quart text message featuring "behind the scenes"/exclusive content
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  2. Stick to the plan
    It's easy for stewardship plans to fall down your list of priorities - the donor has given (mission accomplished) and your plate is full with the next thing (fundraiser, event, task, meeting, etc.).
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    โ€‹You cannot afford NOT to do this! โŒš
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    Don't take just our word for it - tons of research shows donors stop giving because:
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    > They were never thanked for their donation.
    > They received no information on how their money was used.
    > They weren't asked to give again.
    > They didn't think the charity needed their money anymore.

How Does Harness Help? ๐Ÿ’ช

  1. Instant, automatic gratification
    Every donor expects an email receipt acknowledging their gift, but what a delightful surprise to also receive an instant, personalized text message with a lighthearted GIF or heartfelt message of thanks or infographic showing how a donor's gift has/will make a difference? ๐Ÿ’ฅ
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    Perks for you? Saves you admin time sending out a manual message! ๐Ÿคฒ
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  2. Modern, two-way communication
    Let's be real - most of us have email inboxes teeming with shopping promotions, software update announcements, spam & scams we're never going to take a look at.
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    Unfortunately, donors are also less likely to weed through all of that to find your monthly e-blast featuring the great stuff your organization is doing. If that's all you're hoping they're seeing, you might have better luck sending them a message via airmail! ๐Ÿฆ‰
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    So let's cut the clutter. Let's reach donors where they're at....on their phones ๐Ÿ“ฒ.
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    Emails are INFORMATIONAL. Texts are CONVERSATIONAL.
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    Text messages are not only quicker to send & receive (no wifi needed!) - they give you the ability to talk to your donor on a more human, personal level. No sterile "thank-you-donor-for-your-gift" robot messages here ๐Ÿšซ๐Ÿค–
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    Donors are more likely to see and respond to a text message than they are an email! FUN FACT: Email open rates = avg 20% // Text open rates = 98% ๐Ÿ˜ฎ


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