Donor ServicesDonor Engagement

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Donor ServicesDonor Engagement

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Donor Services/Donor Engagement. Shannon St. John, President. Triangle Community Foundation ... Donors are caring and capable individuals who bring significant ... – PowerPoint PPT presentation

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Title: Donor ServicesDonor Engagement

1
Donor Services/Donor Engagement

Shannon St. John, President
Triangle Community Foundation
CPI Network Meeting
June 1, 2002

2
Donor Engagement Why?

Good for Asset Development?
Advantage Over Competitors?
Desired by Newer, Younger Donors?
Yes, but the only real reason to offer donor
services is to MAXIMIZE COMMUNITY IMPACT.

3
Donor Engagement Beliefs

Individuals, families and companies come to the
Community Foundation because they want to create
effective and lasting community improvement.
Donors are caring and capable individuals who
bring significant resources beyond their
financial assetsincluding their intellects,
experiences, and personal networks--to
philanthropy.

4
Donor Engagement Beliefs
The Community Foundation can expand its impact by
inspiring, educating and empowering many
community philanthropists. The donor engagement
philosophy is only one of many possible valid
philosophies for a community foundation
5
Donor Engagement A Definition

A series of activities and services to expand
community impact by identifying, involving,
educating, empowering and launching donors who
wish to engage in strategic and effective
philanthropy.

6
Marketing and Asset Development

Key Not give to our cause but what is your
cause and how can we help you achieve it?
Requires respect and tolerance for diversity of
donor interests
What are we selling?
Effective, meaningful philanthropy
Measuring and communicating impact
Donor satisfaction (and involvement)
Market to those who want to be thoughtful
philanthropists

7
Donor Progression
Identification
Personal meaning
Social (connect to community and other donors)
Defined philanthropic goals
Accountability/transparancy
Efficient transactions
8
Program Services
Donor Engagement with Grantees
Donor Groups/Donor Gatherings/Donor Leaders
Donor Education, Facilitate Defining Goals
Grants to Accomplish Donor Goals Measure and
Report Impact
Accountability/Transparancy
Efficient Transactions
9
Donor Engagement Programs

Donor Education and Exploration
On philanthropy, its practice and meaning
On community issues
Bringing donors together
Giving circles
Interest groups
(Quasi-) social gatherings
Donor peer leadership
Engagement with Grantees
Site visits
Van/bus tours
Volunteer opportunities

10
Grantmaking

Key feature Starts with donor interest
Donor outlines fields of interest and goals,
sometimes with assistance from CF
Using CFs knowledge, research and resources
and/or grant applications received by CF, staff
presents grant opportunities to donor
Donor chooses from among opportunities presented
Staff develops grant agreement, monitors
performance, and provides feedback to donor and
community.

11
Donor Engagement Vision
By providing expertise, education, and services
to donors, the Community Foundation transforms
philanthropic impulse into community impact.

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