Stewardship Report

Term from Charity Organizations industry explained for recruiters

A Stewardship Report is a document that shows donors how their contributions have made a difference. It's like a yearly update that charities and non-profits create to maintain relationships with their supporters. These reports explain what the organization did with donations, share success stories, and show the impact of charitable giving. Sometimes called a "Donor Impact Report" or "Annual Giving Report," it helps build trust with donors and encourages them to continue supporting the organization.

Examples in Resumes

Created compelling Stewardship Report that led to 40% increase in donor retention

Managed the production of quarterly Stewardship Reports and Donor Impact Reports for major gift donors

Developed data visualization strategies for annual Stewardship Report presentation to board members

Typical job title: "Stewardship Coordinators"

Also try searching for:

Donor Relations Manager Stewardship Manager Development Coordinator Donor Communications Specialist Philanthropy Officer Development Officer

Example Interview Questions

Senior Level Questions

Q: How would you develop a stewardship strategy for a diverse donor base?

Expected Answer: Should discuss segmentation of donors, personalized communication approaches, measuring donor satisfaction, and implementing different reporting strategies based on giving levels.

Q: How do you measure the success of a stewardship program?

Expected Answer: Should mention metrics like donor retention rates, giving increases, feedback surveys, engagement levels, and ROI on stewardship activities.

Mid Level Questions

Q: What elements do you include in an effective Stewardship Report?

Expected Answer: Should discuss financial transparency, impact stories, visual elements, donor recognition, and future goals of the organization.

Q: How do you handle sensitive donor information?

Expected Answer: Should explain confidentiality protocols, data protection measures, and proper documentation procedures for donor information.

Junior Level Questions

Q: What is donor stewardship and why is it important?

Expected Answer: Should explain that stewardship is about maintaining relationships with donors and keeping them informed about how their gifts are used.

Q: How do you track and acknowledge donations?

Expected Answer: Should discuss basic donor database management, thank-you letter processes, and gift acknowledgment procedures.

Experience Level Indicators

Junior (0-2 years)

  • Basic donor database management
  • Writing thank-you letters
  • Maintaining donor records
  • Assisting with report preparation

Mid (2-5 years)

  • Creating impactful donor reports
  • Managing donor relationships
  • Data analysis and visualization
  • Event planning and coordination

Senior (5+ years)

  • Strategic program development
  • Major donor relationship management
  • Team leadership
  • Budget management

Red Flags to Watch For

  • No experience with donor databases or CRM systems
  • Poor writing and communication skills
  • Lack of attention to detail in donor records
  • No understanding of donor privacy and confidentiality
  • Unable to demonstrate experience with relationship building