Stewardship Playbook

$750.00

What It Is: A tiered plan for donor recognition and engagement.
Why It Matters: Ensures every donor, from first-time to major, feels seen and valued.
What You Get:

  • Customizable stewardship levels

  • Integration tips for your CRM

  • Templates for recognition and follow-ups

  • Purchase includes a complimentary 20-minute consultation with one of our founders.

What It Is: A tiered plan for donor recognition and engagement.
Why It Matters: Ensures every donor, from first-time to major, feels seen and valued.
What You Get:

  • Customizable stewardship levels

  • Integration tips for your CRM

  • Templates for recognition and follow-ups

  • Purchase includes a complimentary 20-minute consultation with one of our founders.

Annual Advancement Playbook

Welcome to the Advancement Playbook Comprehensive Donor Stewardship Playbook! This Google Doc/Excel Sheet is designed to be your all-in-one tool for building deeper, more meaningful relationships with your donors. Effective stewardship isn't just about saying "thank you"; it's about demonstrating impact, fostering loyalty, and ultimately, inspiring continued support for your mission. This customizable four-tab workbook provides a robust framework to help your advancement team strategically plan, execute, and track your donor recognition and engagement efforts. We've built in sample content based on best practices, but the true power of this playbook lies in your ability to tailor it to your organization's unique goals, capacities, and donor base.