A Step-by-Step Guide for Creating Personalized Stewardship Reports
Session 9D

Friday, October 5 | 11:00–12:00 PM

Presented by: 
Jeannine Bergeron and Anita Mendoza

Session Description: 

You've been asked to write a personalized stewardship report for a major gift donor. Now what?

For many donor relations professionals, writing personalized stewardship reports can seem like a daunting task. Everything from time constraints to competing priorities make it difficult. In this session, you will learn a step-by-step process for creating and delivering meaningful stewardship reports that demonstrate impact and inspire donors. Join us to learn a step-by-step approach that guides you through the process, saves time, and achieves your goals.

Shop Sizes
Small Shop (1–5 staff)
Medium Shop (6–10 staff)

Experience Levels
Newcomer (0–3 years)
Early-Career (4–7 years)

Private College/University
Private Secondary School

Donor Loyalty
Donor Retention
Individualized Stewardship Plans
Major Donors


About the Speakers:



Jeannine Bergeron
Director, Stewardship
Rush University Medical Center

Jeannine Bergeron is an award-winning communications strategist with more than 20 years of corporate, media, employee, public, and donor relations experience. She currently serves as director of stewardship for Rush University Medical Center, managing a variety of donor engagement activities.

Jeannine has built a reputation as a talented writer with the skill to convey complex information in an effective, organized, and thoughtful manner. In 2017, her work was recognized by the Association of Donor Relations Professionals (ADRP) for Best Impact Reporting and by the Council for Advancement and Support of Education (CASE) for Best Program in Donor Recognition and Stewardship.

She holds a master's in communications from Northwestern University, a bachelor's in English from Loyola University of Chicago, certificates in editing and project management from the University of Chicago, and a certificate in fine and decorative French art history from Christie's Education, Paris.

Anita Mendoza
Assistant Director, Stewardship
Rush University Medical Center

Anita Mendoza is a savvy and strategic fundraising professional whose career has focused on stewardship and major gifts. She currently serves as assistant director of stewardship for Rush University Medical Center, where she manages a variety of donor relations projects.

Her experience ranges from creating and delivering personalized scholarship and named professorship reports to updating donor walls and writing acknowledgement letters for leadership. She is well-versed in using the latest advancement software to conduct prospect research, develop briefing materials, and manage data.

She holds a bachelor's degree from Indiana University and an executive certificate in transformation nonprofit leadership from the University of Notre Dame.