Highlights:
A One-Time Purchase: This is a one-off payment, not a subscription, and there are no recurring payments of any kind. Once you have purchased and downloaded the item, it is yours to use as you like.
Comprehensive Donor Profiling: Track essential information including giving history, engagement level, relationship strength, and cultivation goals in one organized document.
Strategic Planning Tools: Features dedicated sections for action items, engagement strategies, recognition planning, and communication preferences.
Formal Ask Planning: Includes a detailed checklist for preparing donor meetings, including material preparation, team coordination, and follow-up planning.
Gift Documentation: Covers all types of gifts including outright gifts, pledges, planned gifts, and in-kind donations with dedicated tracking fields.
Meeting Outcome Tracking: Structured format to document meeting results, follow-up tasks, and next steps to ensure consistent donor engagement.
Additional Information:
Format: Digital download available in Word format for easy access and customization. If you need an alternate format - please contact us.
Sections Included: Donor Profile, Action Items, Engagement Strategy, Formal Ask Checklist, Gift Documentation, and Meeting Outcomes.
Ideal For: Development officers, major gift officers, fundraising professionals, and nonprofit leadership managing donor relationships.