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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.

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.

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.

SampleCollection_Naming

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Naming

The Library has compiled a collection of resources about naming.

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Gift Fees

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

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