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Individualized Stewardship Strategies

Individualized Stewardship Strategies

Year: 2023
Award Level: Bronze
Award Winner(s): Miami University
Award: Circle of Excellence
Category: Fundraising | Donor Relations & Stewardship Initiatives
See award winning materials(link is external)
From the Nominator

"Every donor is unique, and that is why Miami University’s Office of Stewardship and Donor Relations is structured to prioritize individualized stewardship strategies in our approach to two high-priority donor segments. Our priority segments are personalized stewardship (donors who have cumulative gifts or commitments of $1 million or more) and active stewardship (donors who have cumulative commitments of $50,000 or more, are unmanaged, and are likely to give another gift of $50,000). The goal of these strategies is to take an individualized approach of engaging with donors in order to increase engagement, strengthen relationships, and lay the groundwork for future gifts. Our individualized stewardship program is carried out in close partnership with our development team.  

The goal of our individualized stewardship program is to identify opportunities to personalize donors’ experiences. These experiences cannot be summed up as one activity, as they are uniquely based on the donor and circumstances. Some examples of custom touches are specialized impact reports, personalized follow up from a recent visit, and celebrating a special event, anniversary, or birthday. We strive to create moments of surprise and delight for our donors when they least expect it so they can relive their memories on “the most beautiful campus that ever there was.”  

In the 2022 calendar year, 221 individualized stewardship touches were executed by two staff members in partnership with 21 development officers. Through these strategies, our development officers have experienced increased communications with donors, producing greater engagement and realizing significant gifts."

From the Judges

The judges found the entry to be solid, showcasing a remarkable outcome that held significant meaning. The quality and impact of their work were highly regarded, reflecting their dedication and commitment to achieving tangible results.

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    Join us at CASE Academy and unlock the leader within you. At this exclusive online course,  you’ll embark on a learning journey alongside colleagues from diverse advancement disciplines.

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      • Advancement Resource Catalog
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    Advancement Resource Catalog

    ARC

    Visit the CASE Library's database and search through more than 15,000 articles, books, and white papers. Start your search.

  • Insights
    • Getting Started
    • Today’s Opportunities
    • Building Strategy
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    • CASE Global Reporting Standards

    CASE Global Standards

    Global Standards

    Learn about the common set of standards, guidelines, and definitions for reporting the results of educational philanthropy activities at schools, colleges, and universities across the globe.  

  • Awards
    • Circle of Excellence
    • Global Individual Achievement Awards
    • Independent School Awards
    • Individual Achievement Awards
      • Distinguished Service Awards
      • CASE Leadership Award
      • Previous Winners
    • CASE District Awards
    • CASE Commonfund College and University Foundation Award
    • Award Recipients

    Circle of Excellence Awards

    COE

    CASE’s annual Circle of Excellence Awards showcase outstanding work in advancement. Meet our exceptional award winners.

  • Connect
    • Regions
      • Africa
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    • Schools
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    • College and University Foundations
    • U.S. Advocacy Action Center
    • Volunteer
    • Educational Partners
      • Engage with CASE
      • Marketing Opportunities Available with CASE
      • Industry Advisory Council
      • Educational Partners Directory
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    • CASE Multi-Cultural Network

    Educational Partners

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    Meet CASE's Educational Partners - industry thought leaders working with CASE to strengthen schools, colleges, and universities.

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    Visit CASE's Career Central to build your team or look for new career opportunities. 

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    CASE Future Fund

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    In celebration of CASE’s 50th anniversary, CASE is proudly establishing the Future Fund – a visionary philanthropic initiative poised to support and shape the future of the advancement profession. Support the Future Fund. 

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    Strengthen your advancement operation, including the latest research and trends in advancement, career and professional development programs, and publications. 

    See all membership benefits and contact us today! 

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