Donor Engagement and Records Management Enhancement

Project scope
Categories
Project management Community engagement FundraisingSkills
industry standards operational efficiencyThe Kamloops Therapeutic Riding Association (KTRA) seeks to strengthen its relationship with donors and streamline its records management processes. The project aims to develop a comprehensive donor appreciation mechanism that ensures KTRA remains a priority for potential donations. This involves creating a structured plan to recognize and engage donors effectively, thereby fostering long-term relationships. Additionally, the project will involve a thorough review of KTRA's current records management processes to identify areas for improvement. The goal is to implement enhancements that will facilitate the organization's accreditation process, ensuring compliance with industry standards and improving operational efficiency. The project provides an opportunity for learners to apply their knowledge of donor relations and records management in a real-world setting, focusing on practical solutions that can be implemented within a limited timeframe.
The project will deliver a detailed donor appreciation strategy, including specific actions and timelines for implementation. Additionally, a comprehensive report on the current records management processes will be provided, highlighting identified gaps and recommended improvements. The final deliverable will include a step-by-step plan for implementing the proposed enhancements, ensuring they align with accreditation requirements. These deliverables will equip KTRA with the tools needed to enhance donor engagement and streamline records management effectively.
Sharing knowledge in specific technical skills, techniques, methodologies required for the project.
Direct involvement in project tasks, offering guidance, and demonstrating techniques.
Scheduled check-ins to discuss progress, address challenges, and provide feedback.
About the company
Kamloops Therapeutic Riding Association (KTRA) formed in 1988, we are a non-profit charitable organization that provides therapeutic horseback riding to individuals with disabilities. Therapeutic riding has numerous positive physical effects for those who participate in our programs, using the horse as a means of influence. There are as well many mental and emotional benefits of riding including increased self-esteem, improved concentration and improvement in socialization skills.