A donor engagement plan ensures that every donor has a meaningful experience that grows their relationship, engagement, and giving over time—and creates a roadmap for your team to make the best use of their time. 

Combined with organized donor lists—the focus of the first event in this series—creating a donor engagement plan builds donors’ confidence that their gifts are making the intended impact, their partnership makes a difference, and they play a crucial role in the future of your mission.

In this session you’ll learn:

What a donor engagement plan is  
How to create a donor engagement plan  
How to use a donor engagement plan

About this series

Aperio summer sessions: The relationship-based fundraising toolbox

In nonprofit fundraising, summer is the season to regroup and plan for the coming year. This year, Aperio is going back to the basics with a three-part series on the fundamentals of relationship-based fundraising. In these free, online lunchtime discussions, you’ll learn to organize your donor lists, create your donor engagement plan, and develop a roadmap to your goal.

When your team strategically invests in cultivating donor relationships, the result is increased donor loyalty, increased engagement, and increased revenue for your mission.

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Do you need customized, hands-on support to kickstart your relationship-based fundraising program? At Aperio, our experts work alongside your team to produce results quickly—and set you up for future success. We are offering a free 30-minute consultation to Summer Session attendees. Just sign up, attend, and you’ll receive an email invitation to schedule your consultation.