Your time saving matrix: supporter tiers for managing stewardship

Explore how to build a scalable, tiered stewardship approach that balances personalisation and efficiency, helping charities strengthen supporter relationships, improve retention, and maximise lifetime value with limited resources.

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In an increasingly resource stretched fundraising landscape, scalable and impactful stewardship has never been more critical. This session will explore how to design and implement a tiered DIY stewardship matrix that empowers supporters, strengthens relationships, and maximises lifetime value – without overextending your team. Attendees will learn how to build practical, repeatable frameworks that balance personalisation with efficiency.

We’ll also look at how to build practical, repeatable frameworks that balance personalisation with efficiency, enabling you to deliver the right experience at the right time. Through real world examples, you’ll leave with actionable ideas and tools you can apply immediately. Whether you’re starting from scratch or refining an existing approach, this session will help you create a more strategic, sustainable stewardship model that drives retention, income growth, and deeper supporter engagement.

Key learnings from this session:

  • How to design a clear, tiered DIY stewardship matrix tailored to different supporter segments
  • Practical approaches to balancing personalisation with scalability in stewardship activity
  • How to prioritise limited time and resources to maximise impact and supporter experience

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