Donor Relationship Management

• Acknowledge gifts promptly
• Process pledges and payments
• Manage donor recognition
• Handle restricted gifts appropriately
• Ensure compliance and reporting

Stewardship and Impact

• Report on gift impact
• Provide personalized stewardship
• Recognize donors appropriately
• Maintain ongoing engagement
• Encourage continued giving

Usage Guidelines

Cultivation Process

1. Identify and research prospects
2. Qualify interest and capacity
3. Develop engagement strategy
4. Execute cultivation activities
5. Make thoughtful solicitation
6. Steward and recognize gifts

Communication Standards

• Personalize all communications
• Express genuine gratitude
• Report impact specifically
• Respect donor preferences
• Maintain confidentiality

Database Management

• Maintain accurate records
• Track all interactions
• Document giving history
• Note preferences and interests
• Generate appropriate reports

Integration Points

Related Processes

• Donor Cultivation Process
• Budget Management Process
• Strategic Planning Process

Collaborating Skills

• grant-proposal-writing
• audience-analytics

References

• AFP Fundraising Effectiveness Project
• Donor-centered fundraising principles
• Penelope Burk stewardship research
• CASE reporting standards