Donor Retention

This course focuses on implementing best practices and applying strategies to retain donors.

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About this course

This course focuses on implementing best practices and applying strategies to retain donors.

Learning objectives:

  • Identify best practices that help maintain strong donor relationships
  • Improve your organization’s performance by using metrics to calculate donor retention rates
  • Evaluate your organization’s long-term planning to address donor habits and motivation challenges
  • Develop strategies to encourage key behaviors that contribute to donor retention
  • Develop tailored engagement plans for new, connected, and mature donors
  • Optimize engagement strategies to target and retain donors by analyzing data
  • Evaluate the impact of automation and workflows on your donor relationships

Curriculum

  • Course Overview
  • Welcome
  • Course Introduction
  • Digital Workbook
  • 1. What is Donor Retention?
  • 1-1: Introduction to Donor Retention
  • 1-2: Reflection - Your Benchmarking Activities
  • 2. Tracking and Calculating Donor Retention
  • 2-1: Tracking Donor Behavior
  • 2-2: Exercise - Reviewing Your Donor Retention Rate
  • 3. Impacts to Donor Retention
  • 3-1: Impacts to Donor Retention
  • 3-2: Donor Retention Best Practices
  • 3-3: Reflection - Reviewing Your Best Practices
  • 4. Build Engagement Plans to Strengthen Relationships with Donors
  • 4-1: Levels of Donors
  • 4-2: New Donor Engagement Strategies
  • 4-3: Exercise - Creating Your New Donor Engagement Strategy
  • 4-4: Connected Donor Engagement Strategies
  • 4-5: Exercise - Creating Your New Connected Donor Engagement Strategy
  • 4-6: Mature Donor Engagement Strategies
  • 4-7: Reflection- Incorporating Your New Mature Donor Engagement Strategies
  • 5. Improving Donor Retention
  • 5-1: Using Data to Improve Retention
  • 5-2: Exercise - Creating a Donor Retention Plan
  • 5-3: Reflection - Bringing it All Together
  • Course Conclusion
  • Let's Review
  • Resources
  • Goodbye!

About this course

This course focuses on implementing best practices and applying strategies to retain donors.

Learning objectives:

  • Identify best practices that help maintain strong donor relationships
  • Improve your organization’s performance by using metrics to calculate donor retention rates
  • Evaluate your organization’s long-term planning to address donor habits and motivation challenges
  • Develop strategies to encourage key behaviors that contribute to donor retention
  • Develop tailored engagement plans for new, connected, and mature donors
  • Optimize engagement strategies to target and retain donors by analyzing data
  • Evaluate the impact of automation and workflows on your donor relationships

Curriculum

  • Course Overview
  • Welcome
  • Course Introduction
  • Digital Workbook
  • 1. What is Donor Retention?
  • 1-1: Introduction to Donor Retention
  • 1-2: Reflection - Your Benchmarking Activities
  • 2. Tracking and Calculating Donor Retention
  • 2-1: Tracking Donor Behavior
  • 2-2: Exercise - Reviewing Your Donor Retention Rate
  • 3. Impacts to Donor Retention
  • 3-1: Impacts to Donor Retention
  • 3-2: Donor Retention Best Practices
  • 3-3: Reflection - Reviewing Your Best Practices
  • 4. Build Engagement Plans to Strengthen Relationships with Donors
  • 4-1: Levels of Donors
  • 4-2: New Donor Engagement Strategies
  • 4-3: Exercise - Creating Your New Donor Engagement Strategy
  • 4-4: Connected Donor Engagement Strategies
  • 4-5: Exercise - Creating Your New Connected Donor Engagement Strategy
  • 4-6: Mature Donor Engagement Strategies
  • 4-7: Reflection- Incorporating Your New Mature Donor Engagement Strategies
  • 5. Improving Donor Retention
  • 5-1: Using Data to Improve Retention
  • 5-2: Exercise - Creating a Donor Retention Plan
  • 5-3: Reflection - Bringing it All Together
  • Course Conclusion
  • Let's Review
  • Resources
  • Goodbye!