Free Resource

    Before your next dev director leaves, capture these 12 things.

    The average development director stays 16 months. 57% of nonprofits have no formal donor handoff process. This 2-page checklist makes sure relationships don't walk out the door.

    • Top 20 donor relationship summaries — why they give, what matters
    • Active cultivation stages, next steps, and lapse-risk flags
    • CRM access, board connections, and warm intro plans
    16 mo
    Avg. dev director tenure
    57%
    Have no handoff process
    7×
    Cost to replace a lapsed donor

    Download the checklist

    Fill in your details to get instant access.

    What's inside

    12 items across donor knowledge, institutional context, and operations — designed to be completed in two weeks before a team member's last day.

    5 items

    Donor knowledge

    Relationships, cultivation stages, planned gifts, lapse risk, communication preferences

    4 items

    Institutional context

    Relationship history, board connections, foundation relationships, prospect notes

    3 items

    Operations & access

    CRM completeness, account handover, warm intro plans for top donors

    How to use it

    1

    Before notice is given

    Build these documents as part of ongoing operations — not at the last minute.

    2

    When notice is given

    Use it as your handoff checklist. Aim to complete all 12 items in two weeks.

    3

    For the incoming person

    Use the completed documents as your onboarding pack for the new hire.

    We won't sell your info. We'll only send occasional product updates and resources. Unsubscribe anytime.