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Stewardship Hacks: Using Tech to Boost Stewardship

Christina McNamee

Wednesday, September 25
3:30 – 4:30 PM

Session Description 

Because, let's be honest, every stewardship unit has time and budget to accomplish everything they want to, right? Here we'll share a few of the hacks we use to make scholarship applications and administration, mass communications to lower level donors and time management easier. Take a deep dive into Microsoft mail merge, make your Gmail fancy and learn how to work with the survey system Qualtrics. We'll open it up for discussion of other tips and tricks to automate some of the time consuming fiddly parts of stewardship.


About the Presenter

Christina McNamee
Director of Donor Recognition
University of Maryland

Christina McNamee is the Director of Donor Recognition at the University of Maryland and was previously the Director of Donor Relations for the College of Computer, Mathematical, and Natural Sciences at the same institution. She has worked in donor relations for the George Washington University, where she also received an MPA in Public Administration, and the John F. Kennedy Center for the Performing Arts. She lives in Mount Rainier, MD, with her ever expanding menagerie, including her wife, two daughters, dog and cat.


Session Details

Target Audience

Private College/University, Public College/University, Private Secondary School, Healthcare, Religious Organization, Arts Organization, Foundation, Environmental Organization, Advocacy Organization, Social Services

Expertise

Suitable for all levels

Shop Size

Suitable for any size shop

Session Keywords

Acknowledgements, Strategy, Technology

Learning Objectives

  1. Qualtrics - using contact databases to share individualized data with individuals. Have used to confirm recognition names for donor walls, scholarship applications and collect thank you notes from students
  2. Mail Merge for Gmail - use this tool to create custom email touches like electronic pledge reminders and thank you notes for pledge payments / matching gifts received
  3. Microsoft Word Mail Merge - how to filter data, how to do conditional additions