LTA Donor Engagement Case Study
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Transcript of LTA Donor Engagement Case Study
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Land Trust Alliance
Sarah McGraw
Andy Weaver
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PACE
PERMANENCE
QUALITY
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Land Trust of
Napa County
(CA)
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The Conservation Fund and its affiliate, Sustainable Conservation
(VA)
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Lake George Land Conservancy (NY)
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Housatonic Valley Association (CT)
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Fallingwater(Protected by
Western Pennsylvania Conservancy)
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PACE
PERMANENCE
QUALITY
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Leadership Training
2,200Board Members
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Accreditation
$3.7MEndowment
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Accredited
Land Trusts
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22,000Terrafirma
Properties
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of Acres under Conservation
Easement Are Insured
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American Chestnut Land Trust
(MD)
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Lake Forest Open Lands Association and its affiliate, Lake Forest Land Foundation
(IL)
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Block Island
Conservancy (RI)
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DJ Glisson (Firefly Imageworks)
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Buzzards Bay Coalition and its
affiliate, Acushnet River Reserve
(MA)
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Chattahoochee
Valley Land
Trust (GA)
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Southeast Alaska Land Trust (AK)
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DJ Glisson (Firefly Imageworks)
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Eastern Shore Land Trust
(MD)
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Elkhorn Slough Foundation (CA)
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French Creek Valley Conservancy
(PA)
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DJ Glisson (Firefly Imageworks)
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Georgia Land Trust, Alabama
Land Trust and Chattowah Open
Land Trust (GA)
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Northern Virginia Conservation Trust (VA)
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Harding Land Trust (NJ)
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DJ Glisson (Firefly Imageworks)
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Hill Country Conservancy (TX)
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Ice Age Trail Alliance (WI)
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Kansas Land Trust (KS)
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Land Conservancy of San
Luis Obispo County (CA)
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LandTrust for Central North Carolina (NC)
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DJ Glisson (Firefly Imageworks)
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Lemhi Regional Land Trust (ID)
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The Solution
• Create a user-friendly interface for gift officers and other staff
• Provide tools to easily enter and track interactions with donors
• Simplify reporting of donor and gift officer metrics for senior leadership
• Utilize email notifications to integrate with other resources
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Welcome Screen
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Welcome Screen
Chart your progress every time you use the system
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Quickly Retrieve Contact Inforamtion
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Customized Profile Page
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Customized Profile Page
Customized fields we chose for tracking our progress
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Customized Profile Page
Access to even more details for staff that want more than the basics
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Customized Profile Page
Standard iMIS display of donor history
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Customized Profile Page
Customized search of tasks relating to gift cultivation
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Easily Enter New Interactions with a Donor
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Overview for Senior Leadership
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Reports for Senior Leadership
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Reports for Senior Leadership
No surprise that our best fundraiser has the most Donor Contacts
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Reports for Management and Leaders
Note that this doesn’t have to be just for fundraising staff. Other staff can cultivate donors too
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Email Notifications
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Mobile Interface
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Hawaiian Islands Land Trust (HI)
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