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       Major Donor Strategy Worksheet

Name: Date:
Address: Staff Assigned:
Volunteer Assigned:
Rating: Inclination:
Ph: (h) (w) (m) Email: Pipeline: Moves per Year:
Right Amount:
Right Project(s):
Right Asker:
Right Time:
Long Term Goals:  Gift: Involvement:
Short Term Goals:  Next Ask: Involvement:
Moves:       Activity Person By When Expected Result
Comments:

Key:

Rating: Gifts over 5 years
1 $1 million +
2 $500k – $999k
3 $250k – $499k
4 $100k – $249k
5 $50k – $99k
6 $25k – $49k
7 $15k – $24k
8 $5k – $14k

Inclination:

High Very good chance of gift at rating level within 2 years.
Medium Moderate chance of gift at rating level within 2 years.
Low Unlikely chance of gift at rating level within 2 years.
Remote Little or no chance of gift at rating level within 2 years.
Unknown Not enough information to make a judgement.

Pipeline:

A Gift received. Stewardship underway.
B Ask has been made. Awaiting response or working on details.
C 0-6 months from ask. Solicitation strategy underway.
D 6-12 months from ask. Cultivation strategy underway.
E Strategy development. Early stages of cultivation.
F Strategy and cultivation needed.

Moves per year:

Hot Planning 8 or more moves per year.
Warm Planning 4 – 7 moves per year.
Cool Planning 2 – 3 moves per year.


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