Individual Giving

Jackie Mendoza, Director & Principal Consultant

Agenda

• Facts • Relationships • Process• Making it work for you

2002-03 figures are inferredSources: NCVO/TSRC, Charity Commission

• Acquisition

• Retention

• Development

Acquisition

• Direct Mail• Inserts • Door drops• Face to face & door to door

Retention

• Thank

• Welcome

• Communicate & engage

Development

• Newsletters, email updates, social media, digital

• Invite

• Convert and/or upgrade

Acquisition

• Costs money, low ROI

• Hone in on your networks

• Who do you know, who do they know?

What’s your story?

• Compelling & emotionally engaging

• Why should I support you?

• What difference can we make?

• How much will it cost?

What you definitely need

• A basic database to store donor details

• Thank you letters• Simple communication schedule• News-worthy items • A plan for how you intend to

develop your relationship with donors

But before all that:

• What do we want to achieve?

• Why do we want to achieve that?

• How will we achieve it?

Thank you!

www.causeperfect.comjackie.mendoza@causeperfect.com