Webinar recording

Effective donor stewardship tips for planned & major giving


This webinar has been approved for 1.0 CFRE credit.


More than 70% of first-time donors to a nonprofit don’t give again. However, this drop-off in donor retention is usually for entirely preventable reasons, such as poor communication from nonprofits.

And with recurring donors giving an average of 42% more, it’s important for nonprofit professionals to boost retention rates and meet fundraising goals. To do this, nonprofits need to understand what effective donor stewardship is, why it matters, and how to put it into practice.


With many of the typical routes for stewardship shut down for nonprofits in 2020, we take a look at key strategies for building and strengthening donor relationships despite the challenges we face.


Patrick Schmitt, the Co-CEO of FreeWill, is joined by Cathy Sheffield, the founder of ThinkGiving, and Claire Meyerhoff, the President of The Planned Giving Agency.


They discuss what the savviest nonprofits are doing in this moment, and share ideas from the community.


In this webinar, we covered:

  • 2020 stewardship trends
  • Stewardship best practices and strategies
  • Creative examples from the community

View our past webinars or COVID-19 resources.