Creating Customized Impact Reports

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Learn how impact reports can be a highly engaging way to steward your donors. Gain the tactics you need to collaborate internally and show donors not only how their gifts are being used, but how they have helped your institution. You will leave with a framework for an impact reports program that institutions of any size can adopt. During the program you will examine:

  • How to identify the right donors
  • What information you need to gather
  • Who to collaborate with on campus
  • How to execute your impact reports plan

Note: This program focuses on the process of creating tailored impact reports for larger, individual gifts. If you are looking for a training that will help you refine your process for creating impact reports for endowments and other large funds, click here.

Additional Resources

Included with your registration is both a sample impact report and an impact report process guide that will help you execute your plan to steward donors.

Who Should Attend

Advancement professionals charged with stewarding top donors will be able to take a strategic approach to creating personalized impact reports for their donors.

Learning Outcome

After participating in this online training, you will be able to develop personalized impact reports for your donors.

Agenda

  • Impact reports: OSU’s results
    • Sample impact report: Final product
    • Donor feedback
    • Institutional feedback
  • Identifying the right donors
  • Strategic plan
    • Getting buy-in
    • Information to gather
    • Probing questions for staff
    • Information synthesis
  • Production
    • Key partnerships
    • Collaboration techniques
  • Effective delivery tactics
  • Setting realistic goals considering time, staff, and budget
    • Timeline associated with each phase
    • Realistic number of impact reports per year
    • Frequency of impact report per donor
  • Impact reports for annual giving donors
  • Extendable impact reports
    • Corporate partners
    • Dean’s list
    • Leadership annual donors

Instructors

Abby Fox

Abby oversees university-wide stewardship reporting strategies and acknowledgment standards while specializing in impact communication. Her focus is to build relationships and manage projects in a way that improves efficiencies, fosters creativity, and enables her team to exceed donor expectations.

Past experience includes marketing and communications, student philanthropy, donor relations, and event planning. Abby is a member of the Association of Donor Relations Professionals.

Sarah E. Sims, CFRE

Sarah recently accepted the position as Executive Director of Donor Relations at the University of Florida where she leads the donor relations and special events teams in creating a culture of gratitude, recognition and engagement in conjunction with institution’s first $3B capital campaign. Sarah previously worked as the Director of Donor Engagement for Oklahoma State University Foundation creating and implementing individual stewardship and engagement plans for OSU’s top tier donors. With more than ten years of experience in donor relations and frontline fundraising in a variety of higher education and non-profit settings, Sarah focuses on building strategic donor relationships while forwarding the mission of the organization. Sarah’s volunteerism includes serving on the CASE IV Board of Directors and the Association of Donor Relations Professionals Conference Planning Committee.

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