Quarterly Major Donor Engagement Plan

$10.00

Download the Quarterly Major Donor Engagement Plan to assign tasks, roles and deadlines that keep staff and board on-track in donor cultivation

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Description

Need a major donor roadmap to guide you this year? This Quarterly Major Donor Engagement Plan will help you identify, assign and track important donor engagement activities all year long.

This Excel template will help you communicate consistently with major gifts prospects, including:

  • Drop-down menus to assign roles and status by quarter to manage your cultivation activities.
  • Assign and track board members’ involvement in donor stewardship and outreach
  • Suggest simple activities for donor events, outreach and appeals throughout the year.

You can customize the Annual Major Donor Engagement Plan template by defining due dates, naming the project lead, and adding notes.

Download this customized spreadsheet, modify it as you wish, and use it in Excel or Google Sheets.

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