What is one of the most daunting tasks for a new fundraiser or nonprofit organization that does not have a CRM in place? Donor onboarding and project tracking / monitoring and evaluation!
This 11 page PDF workbook will help you onboard new donors and their projects while keeping track of donation amounts, project tasks and important monitoring and evaluation follow-ups. Use this workbook to keep track of important donor information like contact info and once-off or recurring donation amounts – the ideal workbook to help a Fundraiser or Executive Director prepare for Board Meetings.
To your fundraising and donor management success!
✨ PRODUCT INFORMATION
Included in this 11 Page PDF Workbook:
✔️ donor discovery call tracker
✔️ donor intake form
✔️ donor onboarding checklist
✔️ donor goals tracker
✔️ project overview tracker
✔️ project status tracker
✔️ meeting notes
✔️ donor meetings tracker
✔️ project hours tracker
✔️ weekly to-do’s
✔️ month at a glance (calendar format)
✨ ONCE PURCHASED
This product is a digital product and not a physical product. After purchase you will get immediate access (sent via email) to a download link that includes the PDF workbook.
✨ TERMS AND CONDITIONS
These templates and PDF workbooks are not to be shared outside of your nonprofit, business or personal purchase in part or in whole. These templates can not be sold for a profit or given away for free. We are not affiliated with Canva, Etsy, Facebook, Instagram, Twitter, Pinterest, Google or LinkedIn. All rights and copyright of the designs belong to Samantha Barnard.
Copyright © 2024 by Samantha Barnard. All rights reserved.
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