A donor engagement plan ensures that every donor has a meaningful experience that grows their relationship, engagement, and giving over time—and creates a roadmap for your team to make the best use of their time.  

Combined with organized donor lists—the focus of the first event in this series—creating a donor engagement plan builds donors’ confidence that their gifts are making the intended impact, their partnership makes a difference, and they play a crucial role in the future of your mission.

In this session you’ll learn:

• What a donor engagement plan is   

• How to create a donor engagement plan   

• How to use a donor engagement plan  

Do you need customized, hands-on support to kickstart your relationship-based fundraising program? At Aperio, our experts work alongside your team to produce results quickly—and set you up for future success. We are offering a free 30-minute consultation to Summer Session attendees. Just sign up, attend, and you’ll receive an email invitation to schedule your consultation.

About the series

In nonprofit fundraising, summer is the season to regroup and plan for the coming year. This year, Aperio is going back to the basics with a three-part series, The relationship-based fundraising toolbox. In these free, online lunchtime discussions, you’ll learn to organize your donor lists, create your donor engagement plan, and develop a roadmap to your goal.

When your team strategically invests in cultivating donor relationships, the result is increased donor loyalty, increased engagement, and increased revenue for your mission.