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Donor Relations & Stewardship

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CASE Europe: Ethical Principles Behind the Acceptance of Gifts
Best Practice CASE Europe staff developed these 10 principles in collaboration with the Ross Group and the 1994 Group of Development Directors in September 2011.

Stewardship: The Webb Schools - Bronze Award
Best Practice A goal of The Webb Schools' 2007 annual giving program was to do a better job of stewarding constituents in a creative and cost-effective way. Staff implemented two new online strategies: an e-newsletter for class agents that provided current news to share with classmates, and a flash movie for reunion classes. Staff also redesigned an existing holiday greeting to omit the solicitation and serve simply as a greeting and thank you. These three strategies spread goodwill among constituents, motivated class agents and increased annual giving totals. As of December 31, dollars raised and number of donors reached an all-time high.

Principal, Major, and Special Giving Programs: Berry College - Silver Medal
Best Practice Berry College set a campaign goal to add 172 new members to the Berry Heritage Society, a recognition society for those who make planned gift provisions in their will. As Berry entered the campaign's final year (FY 2005-06), 42 new members were needed to reach the goal. An initiative to overhaul the entire planned giving program was launched. The "Leave a Legacy" initiative resulted in comprehensive program improvements and 45 new Heritage Society members.

Donor Relations/Customer Service: University of California, Irvine - Gold Medal
Best Practice With the idea that "Our best prospects are our well-stewarded previous donors," the UC Irvine Office of Stewardship created an automated Stewardship Planning and Checklist System. It ensures that major donors are being well-stewarded, and no donor is left behind.

Donor Relations/Customer Service: Tufts University - Silver Medal
Best Practice Tufts University's Office of Advancement Communications and Donor Relations created a new type of honor roll that would be a warm thank you for philanthropy and demonstrate the value of donor gifts. In making this decision, the team was following the sentiment of an emerging nationwide stewardship trend that providing information on the impact of giving is more valuable to donors than a published list of names.

Stewardship: Carleton University - Bronze Medal
Best Practice In early 2006, Carleton University's Department of University Advancement was asked to develop a comprehensive stewardship plan for members of the Henry Marshall Tory Society. Existing stewardship efforts tended to be ad hoc and lacked the structure of a detailed program that could be repeated year after year. The resulting stewardship plan included a number of components through which the university’s most generous donors would be appropriately recognized for their support and provided the highest level of accountability.

Stewardship: University of California, Irvine - Silver Medal
Best Practice With the idea that "Our best prospects are our well-stewarded previous donors," the UC Irvine Office of Stewardship created an automated Stewardship Planning and Checklist System. It ensures that major donors are being well-stewarded, and no donor is left behind.

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Naming

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Gift Fees

The Library has compiled a collection of resources about gift fees.

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