Fundraising Campaign Management Template
Execute successful fundraising campaigns from planning through stewardship. Coordinate leadership gifts, major gifts, donor cultivation, solicitations, gift processing, and ongoing donor relationships.
Step Examples
Campaign Planning & Leadership - Goal setting, case for support, gift range chart, campaign committee formation, and feasibility assessment
Donor Research & Cultivation - Prospect research, wealth screening, cultivation activities, relationship building, and engagement tracking
Solicitation & Gift Commitment - Leadership gift solicitations, major gift meetings, proposal presentations, pledge agreements, and gift processing
Campaign Execution & Communication - Mid-level and general donor outreach, corporate sponsorship, events if applicable, and campaign updates
Recognition & Stewardship - Thank you communications, donor recognition, impact reporting, stewardship activities, and retention focus
Features
Tracks donor prospect pipeline with cultivation activities, solicitation assignments, and gift commitments. Manages gift range chart with prospect assignment and progress tracking toward goal. Coordinates campaign committee with meeting schedules, prospect assignments, and accountability reporting. Processes gifts with immediate acknowledgment, IRS compliance, and allocation tracking. Provides real-time campaign dashboard with progress metrics and fundraising pace analysis.