1. Know Thy Donors Using Donor Feedback and Metrics to Drive the Success of Your Program Lynne M. Wester @donorguru Tad Wisenor Whitworth University 1

2. Why evaluate? Improve quality Increase accountability and awareness Prioritize financial and human resources Measure programmatic effectiveness Tell a better story 2 3. Excuses We know everything Fear of evaluation impact We wont use the resultswe never have No one is asking for it It takes too much time/too many resources Just one more thing to do 3 4. The Implementation at Whitworth Survey Monkey Email and Postcard Three Constituents: Alumni Donors Alumni Non Donors Non Alumni Donors 5. Methodology Survey Monkey was the collection tool used Over 1200 responses from alumni, donors, and non donors of all kinds. Biggest response came from an email sent to alumni donors 688 Postcard mailings driving donors to online survey were not as successful as email links 6. Just some of the Insights Stunning Data Unpacked the data in front of IA team Presented to University Insiders including Presidents Cabinet 7. Fundraiser Goldmine! 8. Donor Feedback in their own words: Please do not send us the annual report/calendar. Huge publication, huge cost in shipping and don't care. Want my dollars I donate to be better used and not used by that money. Hosting events in locations away from Spokane will allow for more participation and engagement. By providing me with opportunities to serve that go beyond monetary giving. How can I use my time/energy/passion to serve the university? 9. The Next Step: Planning and Implementing a donor centered future. 10. Donor Relations Groups to Target First Time Donors >$10 Loyalty Donors of 5 or more calendar years Cumulative lifetime giving of >$100,000 Planned giving donors 11. Whitworths Changes Added second full-time Donor Relations position Moved open major gift position to regional alumni relations outreach and engagement Broadened institutional understanding and scope of donor relations within all fundraising operations 12. Questions? Thank You! Lynne Wester lynne@donorrelationsguru.com www.donorrelationsguru.com Tad Wisenor twisenor@whitworth.edu 32