|
Return to schedule
Session 1D
Individualized Stewardship Plans: What, why, when, and how?
Mary Weingartner
Wednesday, September 21
10:00 – 11:00 AM (MT)
An individualized stewardship plan is a roadmap intended to take a donor on a journey that deepens their relationship with an organization. It is also a coordinated set of activities requiring processes and structure. This session will examine individualized stewardship plans -- what they are, why they can be effective, when they are appropriate, and how to create them sustainably. The session will touch on principles, present case studies, and invite attendees to discuss real-life scenarios as a group. Attendees will leave the session with new perspectives on individualized stewardship plans and greater confidence to create and execute them.
Learning Objectives
Keywords:
Individualized Stewardship Plans, Relationship-Building, Working with Frontline Fundraisers, Principal Gifts
| Who Should Attend? |
| |
 |
|
|
|
|
 |
 |
|
|
| |
Private College/University, Public College/University, Private Secondary School, Healthcare, Religious Organization, Arts Organization, Foundation, Environmental Organization, Advocacy Organization, Social Services, Other non-profit
|
Suitable for any size shop
|
Suitable for all levels |
|
| |
| About the Speakers |
|
 Mary Weingartner
Managing Director, Stewardship
UNICEF USA
Mary has worked in the field of stewardship and donor relations for over 15 years, beginning at the University of Illinois Foundation in 2006. In 2009, she joined the University of Chicago’s Donor Relations team, leaving in 2012 to become Director of Alumni Relations & External Engagement for Loyola University’s Health Sciences Division. Taking a break from higher education, Mary managed stewardship for a portfolio of corporate and foundation donors at YMCA of the USA, the national resource office for local YMCAs across the globe. Mary returned to the University of Chicago in 2016 and served as Director of Donor Relations, leading the Donor Relations team and their work to create meaningful donor experiences that deepen relationships with the University. In 2022, Mary proudly joined UNICEF USA as Managing Director, Stewardship.
Mary is an active member of the Association of Donor Relations Professionals (ADRP). She enjoys serving as a volunteer and chaired the 2018 and 2019 International Conferences. Currently she chairs the ADRP Education Committee and serves as an ex officio member of the Board of Directors.
|
|
