Last updated 01-04-12

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Development Professionals Curriculum Chart Link to Hi-Po Immersion Link to ASDD Effective Implementation: PLPP Strategies for Donor Development Tactics for Donor Development

4 Hours



Workshop Materials


Engagement, Evaluation, & Stewardship workbook

Engagement, Evaluation, and Stewardship Cover
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Engagement, Evaluation & Stewardship

Prerequisite: The Art and Science of Donor Development (ASDD)

Development professionals will explore donors’ hidden process for evaluating giving opportunities and the critical metric of Return on Philanthropic Investment (ROPI). These insights, in addition to working more effectively with organizational leadership, faculty and volunteers, are used to create successful and strategic donor development plans at both the macro and micro levels.

Syllabus

Introduction

The workshop opens with an in-depth analysis of a personal, family situation where team members must decide how to respond to a request. The synthesis of the situation sets the stage for understanding donors’ evaluation processes as they consider gifting opportunities. Participants also review foundational concepts introduced in ASDD.

Creating Gratifying Gifting Experiences

Participants delve into “stewardship” with a twist: entirely from donors’ perspectives. Participants learn the definition and application of ROPI when analyzed by a donor and explore in depth the three components that delineate a gratifying ROPI experience.

Engagement

Participants consider different ways of involvement for engaging donors with the institution, recognizing the importance of understanding different donor profiles and motivation.

Orchestrate Evaluation

Several potential donor concerns are explored and participants learn how to build an evaluation checklist.  Participants also learn the concept of “gift conditioning.”

 


 

 

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