Are you looking for a tool to use, in conjunction with your CRM, to help you plan your major gifts strategy? Look no further.
This easy-to-use Excel template includes fictional giver data, and will:
- Allows leaders to insert their own data to calculate recommended organizational benchmarks for what’s major
- Provides a simple structure for planning how to nurture, ask, and steward major givers
- Offers a simple solution for ministries not yet using a CRM
Asking the right person, for the right gift, at the right time takes careful consideration and planning. All of this requires a system to track data and the next steps.
This simple structure will help leaders understand major gifts plans whether they input their own private data or use the fictional data included.