5 steps · Email, WhatsApp, SMS, Direct mail, Phone
Your most loyal supporters hear about their impact all year, across every way they are involved, not only when you need something.
Sample charity: the people and numbers in these screens are made up, so the picture shows the tool, not a result.
Loyal supporters thanked all year.
Why your CRM misses this. Stewardship often runs from a separate spreadsheet: who got a card, who got a call, who wants to be recognized and how. Kept apart from the gift history, nobody sees the whole year a supporter actually had.
Data
2 of its 4 sources usually sit outside the CRM
Signals
it reads 5 of them
Reach
5 channels: email, whatsapp, sms and more
Journey
5 steps, start to finish
Mission joins these into one record per person, beside your CRM.
Supporters who have given across many years and sit in the Loyal or Established stage. Some of your most valuable relationships.
What to do: Personal recognition, legacy giving conversations and board recruitment. Never let them feel taken for granted.
Each step names when it happens and the channel it uses. Under the steps is the campaign as it is built in Orbit, in 2 parts. Read them in order.
Month 1
An update tied to the campaign they gave to.
Month 3
WhatsApp or SMS
A short thank-you on WhatsApp or SMS, where they have opted in.
Month 6
Direct mail
A printed thank-you card.
Month 9
An invitation to an event, prioritising anyone who hasn’t been to one recently.
Month 12
Call list
On the anniversary of their first gift, a call from your team. Loyal supporters get the legacy conversation.
Consecutive Giving Streak and Tenure Score keep climbing while they give. Donor Value Movement shows anyone who upgrades or starts to slip.
Results land on the same supporter record, so the next run starts from what just happened.
Proven. Supporters moved from three generic emails to a year of personalised emails about what they sponsor. Renewal rose from 3% to 10%, and those who opened were 15% less likely to cancel. See a similar use case
Loyal supporters thanked all year. Your most loyal supporters hear about their impact all year, across every way they are involved, not only when you need something.
Loyal Stewardship: Supporters who have given across many years and sit in the Loyal or Established stage. Some of your most valuable relationships.
Donations: supporter ID, gift amount, gift date; Campaigns: campaign name; Participants: events attended; Addresses: postal address for mail
Stewardship often runs from a separate spreadsheet: who got a card, who got a call, who wants to be recognized and how. Kept apart from the gift history, nobody sees the whole year a supporter actually had.
Email, WhatsApp, SMS, Direct mail, Phone. Month 1: Email Then Month 3: WhatsApp or SMS Then Month 6: Direct mail Then Month 9: Email.
Fundraising.
Every pathway in the Field Guide runs on Apteco Mission, beside your CRM.
An Apteco Architect walks you through this pathway on your own data.
Schedule Time with an Apteco Architect