Stewardship Audit

Dear Colleagues:

I write to remind you that in preparation for the next campaign, we are conducting a stewardship audit to determine strategies to positively impact the donor experience at many levels. We are starting with a basic SWOT analysis, documenting the stewardship strengths, weaknesses, opportunities and threats for key groups of donors. Key areas of focus include the following: principal donors, gift planning donors, recognition societies, matching gift stewardship, corporations and foundations, etc.

I want to thank those colleagues who have aided us in this analysis thus far. Once we identify the numerous opportunities for an enhanced donor experience, we will start to prioritize the strategies and hold a variety of small focus groups to review recommendations for future enhancements. We anticipate these focus groups will take place in late spring and we look forward to your participation. Please let me know if you have any questions.

Warm regards,

Katherine Lane, Director of Stewardship Programs

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