Donor Engagement and Cultivation Plan Worksheet
Take the guesswork out of donor relationship management with our comprehensive Donor Engagement and Cultivation Plan Worksheet. This professional worksheet helps development professionals and fundraisers create structured, strategic approaches to nurturing donor relationships, planning cultivation activities, and tracking engagement outcomes. From initial contact to successful gift closure, this tool ensures no critical step in donor development is overlooked.
Item #BSCG-0009-11.22.24
Take the guesswork out of donor relationship management with our comprehensive Donor Engagement and Cultivation Plan Worksheet. This professional worksheet helps development professionals and fundraisers create structured, strategic approaches to nurturing donor relationships, planning cultivation activities, and tracking engagement outcomes. From initial contact to successful gift closure, this tool ensures no critical step in donor development is overlooked.
Item #BSCG-0009-11.22.24
Take the guesswork out of donor relationship management with our comprehensive Donor Engagement and Cultivation Plan Worksheet. This professional worksheet helps development professionals and fundraisers create structured, strategic approaches to nurturing donor relationships, planning cultivation activities, and tracking engagement outcomes. From initial contact to successful gift closure, this tool ensures no critical step in donor development is overlooked.
Item #BSCG-0009-11.22.24
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.