The Intentional Fundraiser Podcast

Making Stewardship Personal, Scalable, Sustainable

15 snips
Jan 27, 2026
They tackle donor-care burnout and why trying to do everything for everyone fails. A three-tier stewardship system for high, mid, and automated touches is laid out. Practical uses of automation and AI are discussed without losing warmth. A 90-day stewardship map and a quick 45–60 minute challenge help teams move from frantic to steady.
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ADVICE

Adopt A Three-Tier System

  • Implement a three-tier stewardship system: high touch, mid-touch, and automated touch to balance care and capacity.
  • Assign tiers using giving level, loyalty, and strategic importance to focus labor where it matters most.
ADVICE

Plan True Personal Moments For Top Donors

  • For Tier 1 (25–50 donors), plan deeply personal moments like handwritten notes, short videos, or insider briefings.
  • Prioritize potential, influence, and strategic importance over gift size alone.
ADVICE

Segmented Touches For The Loyal Core

  • For Tier 2, use structured, segmented communication like targeted emails, occasional Zoom briefings, and periodic notes or calls.
  • Give these loyal core donors visibility without matching Tier 1 labor intensity.
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