Fundholder services/stewardship

KatharineKillen

Good morning,

I'm new to community foundations and am tasked with creating a formal fundholder services program. Our goal is to improve fundholder onboarding and make our ongoing communications as well as the services we provide more strategic and personal. Any advice or suggestions you may have would be greatly appreciated. That includes how best to segment fundholders for targeting purposes, the services/touch points you provide, and any lessons learned.

Thank you!