Readiness Series 
Designing a Donation Experience 
for Stewardship 
connect. reach. grow.
Readiness Series 
Designing a Donation Experience 
for Stewardship 
Q: How can we create a red carpet 
experience for every potential donor? 
connect. reach. grow.
Readiness Series 
Designing a Donation Experience 
for Stewardship 
Q: How can we create a red carpet 
experience for every potential donor? 
A: Let’s find out, shall we? 
connect. reach. grow.
Tim Sarrantonio 
• 10 years of nonprofit fundraising experience 
• Serve on two nonprofit boards, volunteer for several others 
• Raised $2 million in the last four years 
connect. reach. grow.
today’s agenda 
connect. reach. grow.
today’s agenda 
donation forms 
connect. reach. grow.
today’s agenda 
donation forms stewardship 
connect. reach. grow.
today’s agenda 
donation forms stewardship 
donor personas 
connect. reach. grow.
today’s agenda 
donation forms stewardship 
donor personas ACTION ITEMS! 
connect. reach. grow.
the rise of 
online giving 
2002 
201 2012 
2012 
connect. reach. grow.
* Stats from Digital Giving Index studies 
the rise of 
online giving 
2002 
connect. reach. grow.
* Stats from Digital Giving Index studies 
the rise of 
online giving 
2002 2013 
61 
connect. reach. grow.
* Stats from Digital Giving Index study 
online giving forms 
connect. reach. grow.
* Stats from Digital Giving Index study 
generic 
online giving forms 
connect. reach. grow.
* Stats from Digital Giving Index study 
online giving forms 
generic vs. branded 
connect. reach. grow.
generic vs. branded 
* Stats from Digital Giving Index study 
online giving forms 
• $105 average gift size • $139 average gift size 
connect. reach. grow.
generic vs. branded 
* Stats from Digital Giving Index study 
online giving forms 
• $105 average gift size 
• 7% of overall giving 
• $139 average gift size 
• 54% of overall giving 
connect. reach. grow.
generic vs. branded 
• $105 average gift size 
• 7% of overall giving 
• $139 average gift size 
• 54% of overall giving 
* Stats from Digital Giving Index study 
online giving forms 
6x more money raised! 
connect. reach. grow.
what is stewardship? 
* Thanks Wikipedia! 
connect. reach. grow.
what is stewardship? 
It is a theological concept of the 
ethical planning of resources 
* Thanks Wikipedia! 
connect. reach. grow.
what is stewardship? 
It is a theological concept of the 
ethical planning of resources 
Yet it is so much more! 
* Thanks Wikipedia! 
connect. reach. grow.
traditional engagement 
connect. reach. grow.
traditional engagement 
We’ve been taught a certain way to grow our mission 
connect. reach. grow.
traditional engagement 
We’ve been taught a certain way to grow our mission 
appeal donation receipt donor steward 
connect. reach. grow.
#GivingTuesday engagement 
donor 
appeal 
steward 
receipt donation 
connect. reach. grow.
#GivingTuesday engagement 
donor 
appeal 
steward 
receipt donation 
connect. reach. grow.
#GivingTuesday engagement 
donor 
appeal 
steward 
receipt donation 
connect. reach. grow.
#GivingTuesday engagement 
donor 
appeal 
steward 
receipt donation 
connect. reach. grow.
#GivingTuesday engagement 
donor 
appeal 
steward 
receipt donation 
connect. reach. grow.
#GivingTuesday engagement 
donor 
appeal 
steward 
receipt donation 
connect. reach. grow.
donor personas 
connect. reach. grow.
donor personas 
Emma 
connect. reach. grow.
donor personas 
Emma 
• Previous donor 
• Invested in mission 
• Good amount of data 
connect. reach. grow.
donor personas 
Emma Eugene 
• Previous donor 
• Invested in mission 
• Good amount of data 
connect. reach. grow.
donor personas 
Emma Eugene 
• Previous donor 
• Invested in mission 
• Good amount of data 
• Not a donor 
• Not invested in mission 
• Little to no data 
connect. reach. grow.
developing a stewardship strategy 
connect. reach. grow.
developing a stewardship strategy 
Donor 
Passion 
connect. reach. grow.
developing a stewardship strategy 
Donor 
Passion 
Message 
connect. reach. grow.
developing a stewardship strategy 
Donor 
Passion 
Message 
Engagement 
connect. reach. grow.
developing a stewardship strategy 
Donor 
Passion 
Message 
Engagement 
Stewardship 
connect. reach. grow.
#GivingTuesday action items 
connect. reach. grow.
#GivingTuesday action items 
In just one week, your organization can: 
connect. reach. grow.
#GivingTuesday action items 
In just one week, your organization can: 
• Create a #GivingTuesday donation page 
connect. reach. grow.
#GivingTuesday action items 
In just one week, your organization can: 
• Create a #GivingTuesday donation page 
• Encourage social giving 
connect. reach. grow.
#GivingTuesday action items 
In just one week, your organization can: 
• Create a #GivingTuesday donation page 
• Encourage social giving 
• Reach out to invested donors for buy in 
connect. reach. grow.
#GivingTuesday action items 
In just one week, your organization can: 
• Create a #GivingTuesday donation page 
• Encourage social giving 
• Reach out to invested donors for buy in 
• Develop a simple stewardship plan 
connect. reach. grow.
#GivingTuesday action items 
For next year, your organization can: 
connect. reach. grow.
#GivingTuesday action items 
For next year, your organization can: 
• Identify a matching donor 
connect. reach. grow.
#GivingTuesday action items 
For next year, your organization can: 
• Identify a matching donor 
• Develop multi-media plan 
connect. reach. grow.
#GivingTuesday action items 
For next year, your organization can: 
• Identify a matching donor 
• Develop multi-media plan 
• Create a detailed stewardship plan 
connect. reach. grow.
#GivingTuesday action items 
For next year, your organization can: 
• Identify a matching donor 
• Develop multi-media plan 
• Create a detailed stewardship plan 
• Build upon this year’s success 
connect. reach. grow.
Readiness Series 
Designing a Donation Experience 
for Stewardship 
Q: How can we create a red carpet 
experience for every potential donor? 
A: Now you know! 
connect. reach. grow.

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#GivingTuesday Readiness Webinar - Tim Sarrantonio: Designing a Donation Experience for Stewardship

Editor's Notes

  • #11: Now, as many of you know all too well… it’s time to address the RISE in ONLINE GIVING and to discuss why it is so important for Nonprofits to really get on board with online giving
  • #12: In 2002, only 4% of people donated online
  • #13: but through 2013, over 6 1 % of donations were coming in online via nonprofit websites In light of this increase, nonprofits increasingly need technology that can sustain this growing number of online transactions.
  • #14: Continuing on the idea of the rise of online giving and minimizing data entry during this growth, there is a difference between…
  • #15: …Generic online giving forms, and….
  • #16: ….branded Online giving forms. Let’s explore what the research suggests.
  • #17: over a $30 increase PER donation… So, multiply the # of donations received last year by $30 and you’ll quickly see the benefit of implementing a system like NeonCRM
  • #18: Generic forms only allotted for 7% of overall giving but organizations with branded forms found a HUGE increase in overall giving, further streamlining and taking advantage of the growing presence of online giving.
  • #19: And finally, recent studies show that 6 TIMES more money was raised on Branded Giving Forms as opposed to the generic, plain, non-integrated donations forms.