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[Your Logo Here][Donor Names] Stewardship PlanCreated: [Date]
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Donor Information
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Donor Name(s):Area(s) Supported:
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ID#(s):
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Degree/Year/Relationship:
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Birthday(s):Main Area(s) of Interest:
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Anniversary:
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Notes:
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Giving Information
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DesignationAmount of Gift(s)Date of Gift(s)Lifetime Giving:
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Last Gift Amount:
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Last Gift Date:
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Named Fund(s):
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Prospect Rating:
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Notes:
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Relationships
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Prospect Manager or Other Fundraisers Involved:
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Student, Faculty, Staff or Community Member Benefactors:
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Relationships with President, Deans or University Leadership, Faculty or Staff:
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Relationships with Board Members or Influential Community Members:
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Family and Loved Ones:
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Other Influencers in their Philanthropy:
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Standard Donor Engagement and Stewardship
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Reporting/CommunicationsEventsRecognition Societies/MembershipsVolunteer Engagement
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Engagement Touchpoint Plan
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DateOpportunityActionPerson ResponsibleComments/Notes
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February
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December
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