Donor Relations and Stewardship Flashcards

A donor recognition society is BEST described as:

Answer: A tiered program that publicly acknowledges donors at various giving levels

A donor recognition society groups donors by giving level and offers benefits and acknowledgment appropriate to each tier.

Which metric is most useful for measuring donor stewardship effectiveness?

Answer: Donor retention rate year over year

Donor retention rate directly measures how successfully an organization stewards and retains its donors from one year to the next.

An organization receives a restricted gift for a specific program that has since been discontinued. What is the appropriate first step?

Answer: Contact the donor to discuss redirecting the gift with their approval

Ethical stewardship requires contacting the donor to obtain their approval before redirecting a restricted gift to an alternative purpose.

What is a 'naming opportunity' in major gift fundraising?

Answer: An opportunity to name a building, room, or program in honor of a donor in exchange for a significant gift

Naming opportunities recognize major donors by associating their name with a physical space, endowment, or program in exchange for a leadership-level gift.

Which approach best supports upgrading annual fund donors to major gift prospects?

Answer: Implementing a mid-level giving program with personal outreach and stewardship

Mid-level giving programs provide a bridge between annual fund and major gifts, using personalized stewardship to identify and cultivate upgrade candidates.

In stewardship, what is the purpose of a 'gift impact report'?

Answer: To show donors the tangible outcomes their contribution achieved

A gift impact report demonstrates to donors exactly how their funds were used and what outcomes resulted, reinforcing the value of their philanthropic investment.