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Donor stewardship plan with touches by quarter, owners, what each donor tier receives and the monthly checks

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About this Donor Stewardship Plan one pager template

A donor stewardship plan for a development team, covering a year of thanks and updates for major donors. It sets the goal as a retention number, lays out every touch by quarter from the thank-you call to the year-end report, names the owner of each touch, sets what every donor tier receives, and tracks the plan with four numbers the team checks each month so no donor goes a season without hearing from the charity. Every word, colour and number is editable.

Donor Stewardship Plan One-Pager Template

A donor stewardship plan for a development team, covering a year of thanks and updates for major donors. It sets the goal as a retention number, lays out every touch by quarter from the thank-you call to the year-end report, names the owner of each touch, sets what every donor tier receives, and tracks the plan with four numbers the team checks each month so no donor goes a season without hearing from the charity.

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What’s on it

  • Gap to targetThe Goal
  • PhasesTouches by Quarter
  • TableBy Tier
  • Trend chartChecked Every Month

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