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Major Gifts Tracking Template
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RANKPRIORITYNAMECONTACTAREA OF INTERESTSTATUSLAST GIFTNEXT ASKTEAMLAST STEPNEXT STEPACTION THIS MONTH?
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Use this as a sorting device, most likely ranked by their connection/investment amount.Use this alongside Rank to focus your attention + workload. Priority should be a live column depending on the project/time of year/gift cycle (eg. first-time donor could be a higher priority for their first year)Use Last Name to help sort your data, alongside Rank/PriorityDid the donor share an interest, did they mention something in their email when their last gift landed? Do you have knowledge or research to suport this aligned interest?You should always consider if there is an increase consideration or moment to move them towards a program/project that might align to their interests. Retention is also important, uplifts take time, don't rush itWho is tied to this donation? Do you have a lead contact/person for this donor?Do you need an archive or way of hiding previous steps to ensure you don't forget or lose them? The focus should be on last and next step, but if this is your main database consider where to store this info or create a summary tab.You should intend on each of your donors having a planned next step - consider if that is a regular communcation (eNews, donor quarterly update, event or meeting)Do you have any outstanding or upcoming actions? A donor impact report, an acquittal or something you promised the donor
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Main Contact - First NameLast NameSpouse / PartnerAddressPhoneEmailCurrentLapsedProspect Amt DateFor Amt DateFor
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2Juliet CapuletCapuletRomeo Montague (Deceased)New Workx $ 10,000 8/1/2025General support $ 12,500 8/15/2026General supportAnthonyCalled at year end to thankAsk for meeting in her Verona homeConfirm venue for next creative development (invite Julia, even though she is overseas)
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2Arthur (preferred name, Boo)RadleyNew Writing Programx $ 15,000 12/1/2025Mockingbird Chronicles $ 25,000 12/15/2026Mockingbird ChroniclesLisa, AnthonyAttended Mockingbird Chronicles eventAsk for meeting to discuss the expansion of the MC program (increase to 4 artists in residence)Prepare media release for program expansion
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1The Estate of John Proctor - Elizabeth ThorndikeProduction Supportx $ 100,000 6/6/2026Benefactor for reimagining of The Crucible in 2026 One-off donation Touring Uplift?ALLHome visit with all beneficiaries June '26Meet to discuss touring potential for The Crucible in 2027 (including status of government grants)Ask for letter of support for funding application
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3LindaLomanSons: Biff and Happy LomanMain Seasonx $ 500 6/10/2026General support $ 500 6/15/2027General supportAnthonyPhone call thanksAsk for drink before the next show they attendCheck tickets
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4SamuelBeckettSuzanne Dechevaux-DumesnilNew Writing Programx $ 20,000 LisaIntroduced through Bill (Board Member) at gallery opening, Samuel registered interest and intention to supportAsk for meeting, bring Artistic Director and Bill the Board Member (could be hosted at Bill's if Samuel doesn't offer to host)Refresh case for support and impact report for New Writing Program in 2026
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TOTAL $ 125,500 $ 58,000
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 ANNUAL TARGET $ 140,000 What is your financial year (calendar or July-June)
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 GAP TO GOAL $ 82,000
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How much do you still need to raise? Annual target minus your running gift total
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#VALUE!
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Jake Shavikin - 2026
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