Embedded Files
PERSONALISED - means a message that is tailored to the individualBATCH - an update or message that is sent to a group or segment of supporters. It may be customised to them though the use of mailmerge etc.GENERIC/UNRESTICTED - updates that related to the overall activity of Made With Hope (ie are not tied to a single project or restricted fund)[SF] - sent via or logged in salesforce[MC] - sent via mailchimp[DM] - sent by Donation Manager
Sponsor A Child
Sponsor A Child
Thanks at signup
Thanks at signup
PERSONALISED [SF]
If a new donor joins Sponsor A Child, they will recieve a thank you message via salesforce, utalising a template
Updates
Updates
PERSONALISED [SF]
They will receive updates on their sponsee, via salesforce 4 times a year:
- Jan: Christmas update
- Aug: School grade cards
- Black Friday/Christmas ask
- Easter: General /school update
BATCH [SF]
All sponsors will get a special update if we visit Tanzania
End of donation
End of donation
PERSONALISED [SF]
If they end their sponsorship, they will receive a "thank you for all you support over the last X" message
Regular Giving
Regular Giving
How we thank new regular donors will depend on how they chose to give to us.....
Bank
Bank
We need to contact anyone who sets up a direct debit in order to capture donor information, GDPR preferences and authorisation, any restrictions and processing a gift aid claim as required PERSONAL [SF]
Donation Manager
Donation Manager
Donation manager will send an (very short) automatic email when a new regular signs up. AUTOMATIC [DM]
In addition, on a regular basis we will send a batch thanks to any new regular donors who have signed up in that period BATCH [SF]
Other
Other
As bank
Updates for Regular Donors
Updates for Regular Donors
GENERIC [MC]: regular giving is unrestricted. We will send regular donors our monthly bulletin.
BATCH: [SF] Twice a year, we will send a special update to regular donors only, thanking them specifically for their regular support.
Makes sense this is whilst we are in Tanzania?
When regular donations stop
When regular donations stop
PERSONAL [SF] If they stop, get a "thank you for all you support over the last X".
Challenges
Challenges
Normally the funds raised through challenge events will be unrestricted. In this section, the person doing the challenge is called an advocate.
Thanking Advocates
Thanking Advocates
- When they commit/ originally sign up to do the challenge or commit to advocating for the campaign. PERSONAL [SF] This will include
- How to set up a fundraising page DONT restrict the funding!
- Who are Made With Hope
- Maybe some sort of support pack / top tips for fundraising
- When the event is done Good luck picture from CHETI PERSONAL [SF]
Thanking Donors
Thanking Donors
All donations to challenges should be via Donation Manager. Therefore all donors will receive an autothanks, which should be customised to the campaign/challenge/advocate when the page is set up. AUTOMATIC [DM]
On a weekly basis, we will check for people giving over 100, and they will get a special thanks. BATCH [SF]
During the Challenge for Advocates
During the Challenge for Advocates
PERSONAL [SF]: check in with how their training is going, monthly Founders update
Celebration of their efforts in preparing for and succeeding at the event
During the Challenge for Supporters
During the Challenge for Supporters
We expect that advocates will be keeping their own networks and donors up to date with their training/preparation. MWH will share at least 2 social media updates on their progress and challenge performance. SOCIAL MEDIA
Feedback/Trasparancy for Advocates
Feedback/Trasparancy for Advocates
Once we have assigned the fundraising to a project, we will keep the advocate updated on the progress of that project
Feedback/Transparency for Donors
Feedback/Transparency for Donors
Donors will receive a final update once the project has been assigned and completed. (NB if the project takes a long time, there may be more so the gap is not too large) BATCH [SF]
Individual donors who give restricted funds
Individual donors who give restricted funds
eg. during World Water Day
eg. during World Water Day
Thanks
Thanks
- Autothanks [DM] if they give through donation manager
- Weekly batch [SF] if they give in another format OR if donation is over £100
- PERSONAL FOUNDER MESSAGE [SF] if they give over £250
Updates, Transparency & Feedback
Updates, Transparency & Feedback
- All donors added to mailing list for bulletin [MC] if permitted
- progress update on whatever it is the campaign is for (eg. "desks are in!") BATCH [SF]
- IMPACT REPORT for the relevant campaign when the project is finished BATCH [SF]
End of donation
End of donation
For those who give over £250:
- thanks/follow up when the project is finished "thanks for being a key player in making this happen". PERSONALISED [SF]
- Follow up with significant donors to find out more about their interests PERSONALISED [SF]
Individual donors who give UNrestricted funds
Individual donors who give UNrestricted funds
Thanks
Thanks
- Autothanks [DM] if they give through donation manager
- Weekly batch [SF] if they give in another format OR if donation is over £100
- PERSONAL FOUNDER MESSAGE [SF] if they give over £250
Updates, Transparency & Feedback
Updates, Transparency & Feedback
- All donors added to mailing list for bulletin [MC] if permitted
- Twice yearly MWH organisational progress report for anyone who gave unrestricted in the previous 6 months "this is what you contributed to' . Likely to be drawn from other updates. BATCH [SF]
End of donation
End of donation
For those who give over £250:
- Follow up with significant donors to find out more about their interests PERSONALISED [SF]
Grants
Grants
We have identified two types of grant funders for stewardship purposes, 'formal' and 'family'
Updates, Transparency & Feedback for formal trusts
Updates, Transparency & Feedback for formal trusts
Meeting reporting requirements
Updates, Transparency & Feedback for family trusts
Updates, Transparency & Feedback for family trusts
Finding opportunities to update as there aren't formal reporting requirements. More informal and personal
Schools
Schools
We have identified two stakeholders within School Partnerships, our lead contact/teacher or "school champion" and the wider school community or "school"
We want
Thanks for school champions
Thanks for school champions
Personalised [SF] email of thanks
Thanks for schools
Thanks for schools
Certificate/poster/resources sent to advocate to share with school
Updates, Transparency & Feedback for School Champions
Updates, Transparency & Feedback for School Champions
Add to mailing list
Updates, Transparency & Feedback for Schools
Updates, Transparency & Feedback for Schools
BATCH Post/resources/update send to advocate to share termly
When the partnership ends, send a personalised [SF] "thank you for all you support over the last X, this is what we have achieved together" email with resources attached for these messages to be communicated more widely (eg. a school certificate)
Companies
Companies
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