Partner training recording
Smart Giving Stewardship (105)
Length: 60 minutesCFRE: Eligible for 1.0 continuing education credit
Research shows that many smart giving donors become repeat smart giving donors, opting to give in creative ways each year once they realize how easy and beneficial it can be. So what are the most effective ways to thank, recognize, and steward your stock, QCD, DAF, and crypto donors?
In this session, we cover:
- What is stewardship?
- Why you need a stewardship plan and how to create one
- Basic stewardship best practices
- Creative strategies for ongoing stewardship of smart giving donors
- Features in Partner Portal that support your stewardship
- What the data says about good stewardship practices
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