Before your next dev director leaves, capture these 12 things.
Half of fundraisers have been in their job two years or less, and most organizations have no formal donor handoff process at all. 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
Download the checklist
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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.
Donor knowledge
Relationships, cultivation stages, planned gifts, lapse risk, communication preferences
Institutional context
Relationship history, board connections, foundation relationships, prospect notes
Operations & access
CRM completeness, account handover, warm intro plans for top donors
How to use it
Before notice is given
Build these documents as part of ongoing operations - not at the last minute.
When notice is given
Use it as your handoff checklist. Aim to complete all 12 items in two weeks.
For the incoming person
Use the completed documents as your onboarding pack for the new hire.
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