Best Practices for Donor Recognition™

As Donor Recognition Consultants, we base our work on Best Practices for Donor Recognition™, which we have identified through more than 23 years of experience working with fundraisers.

Although we number these Best Practices below, most organizations approach their integration in an order of events that reflects their own immediate needs and long term goals.

  • Catalogued Audit of Existing Donor Recognition*: This database should be made available to all persons involved in donor relations and stewardship, allowing them to research past recognition of a specific donor or to research comparable recognition components. If available to you, an intranet will facilitate shared access to this important database.
  • Inventoried Recognition Opportunities Master Plan*: As Naming Opportunities are identified and as reservations for spaces are made, they should be recorded in a matrix that can be sorted in numerous ways. This level of coordination saves dollars and maximizes the impact of donor recognition on fundraising.
  • Recognizable Graphic Identity for Philanthropy*: A unique program of recognition components should be established that will become recognized as the "face of philanthropy" within your organization.
  • Consistent Messaging & Content Hierarchy: Messaging should be directed by the organization's standards dictating approved etiquette for the listing of names, use of logos, word choice, punctuation and relative position and size of content components.
  • Documented "Standards & Guidelines": Standards and guidelines, as they are established, should be documented and disseminated.
  • Budgeted Product Solutions*: Establishing budgets early for what recognition elements "should" cost within your organization will expedite product design and implementation processes and will allow the "receiving entity" (those to benefit from the gift) to anticipate recognition expenses move effectively.
  • Programmed Re-Order & Maintenance Procedures: As recognition products are ordered, it should be mandatory that suppliers provide sufficient documentation of the material specifications and maintenance procedures for the products used at your facility.

* Most useful in early needs assessments of campaign planning


Improving the Practices in Your Organization

Incorporating Best Practices for Donor Recognition™ into your procedures requires understanding by us of where your organization is today. First, we learn about you: the purpose of your fundraising effort, the core messages you need to communicate with each giving program and gift level, and the graphic identity you use.

Next, we look at your current donor recognition programs. By documenting what already exists and what has and hasn’t been successful, we’re able to build strategies that coordinate with and improve upon existing programs.

We gather and study your written donor recognition policy to understand completely the practices that define your relationship to your donors.

Finally, we discuss budgets and resources. This allows us to plan in ways that make the best use of your budget and of your staffing, production and program maintenance capabilities.

The results of the work together are made evident through a series of written documents that codify the thinking that will direct the eventual design process. Designs are developed based on the architecture of your site, the specifics of your programs, your ability to maintain and update the displays and your budget.

When our work is complete, you’ll have:

  • A documented policy that details all aspects of your giving program and recognition initiatives;
  • Unique design solutions serving to celebrate current philanthropy, encourage new and continued giving, and are adapt to meet future goals;
  • A systematic approach that is versatile, architecturally appropriate and allows reliable budgetary planning into the future.