Fundraising / Donor Outreach and Acquisition

Donor Outreach Tracker

Template
Basic Sattva Consulting

A strong donor pipeline ensures a consistent and reliable source of funding to support their programs and operations. A robust donor pipeline mitigates the risk of financial instability and allows non-profits to plan and execute their initiatives effectively.

This resource includes an outreach tracker that can be used to maintain and manage an effective donor pipeline by consolidating all donor conversations and engagements in a single place.

How to use the tracker:

  1. Input every donor identified for outreach or engagement in the tracker
  2. Map corresponding donor details (as mentioned on the sheet)
  3. Track the conversation and engagement with donors on a real time basis.

This tool is recommended for fundraising managers or any other employee who is handling donor outreach and engagement in the organisation. This tracker can be shared between key people handling donor conversations and engagement within the organisation to ensure a single, consolidated view

Note: This is only a reference tracker. It is highly encouraged that you customise this template according to the requirements of your organisation. We are happy to guide you in this process. Please reach out to ipn@indiapartnernetwork.org 


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Fundraising-Donor-Outreach-Tracker.xlsx
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