Stewardship Matrix Sample.xlsx

	A	B	C	D	E	F	G	H	I	J	L	M	N	O	P	Q	R	S	T	U	V	W	Y	Z
1	Process	Action/Process	Giving Segments								Touchpoints / Updates												Project Management
2	Process	Action/Process	Under $500	$500	$1,000	$2,500	$5,000	$10,000	$25,000	$25,000 +	July	August	September	October	November	December	January	February	March	April	May	June	Lead	Assist

3	EXTERNAL	E-newsletter	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	Communications Manager	Development Manager
4		Donor/Company name on website				X	X	X	X	X	X			X			X			X			Communications Manager	Development Associate
5		Company logo on website					X	X	X	X	X			X			X			X			Communications Manager	Development Associate
6		"State of the Organization" invitation					X	X	X	X								X					Development Director	Programs Manager
7		Holiday/New Year card		X	X	X	X	X	X	X						X	X						Development Associate	Communications Manager
8		Impact report	X	X	X	X	X	X	X	X	X						X						Communications Manager	Development Associate
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13	INTERNAL	Thank you letter	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	Development Associate
14		Thank you call/email (from Development Associate)	X	X							X	X	X	X	X	X	X	X	X	X	X	X	Development Associate
15		Thank you call/email (from Development Director)			X	X	X				X	X	X	X	X	X	X	X	X	X	X	X	Development Director	Development Associate
16		Thank you call/email (from CEO)						X	X		X	X	X	X	X	X	X	X	X	X	X	X	CEO	CEO's Assistant
17		Thank you call/email (from Board Chair)								X	X	X	X	X	X	X	X	X	X	X	X	X	Board President	Board President's Assistant
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