Free Resource

    Which of your top donors are quietly slipping away?

    A 10-minute self-assessment of your top 20 donor relationships. Score each on four dimensions and find out who needs attention this month - before it shows up in the giving report.

    • Recency: when did you last have personal contact?
    • Context: how much do you actually know about them?
    • Cultivation: do you know the next step and who owns it?
    • Risk: would the relationship survive a team change?

    Download the audit worksheet

    Fill in your details to get instant access.

    A simple 1–3 scoring system

    Score each donor on four dimensions. Add the scores. The total tells you who needs attention now.

    Total 4 – 6

    Healthy

    Well documented and actively stewarded.

    Total 7 – 9

    Needs attention

    Schedule a review this month.

    Total 10 – 12

    At risk

    Act now. The relationship is fragile.

    How it works

    1

    List your top 20 donors

    Write them in the Name column on page 2.

    2

    Score 1–3 on four dimensions

    Use the scoring guide on page 1.

    3

    Add up each row

    Total per donor reveals their status.

    4

    Spot the systemic gaps

    Count red scores per column to see patterns.

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

    We use cookies to understand how you interact with our site and to improve your experience. You can opt out of marketing cookies at any time. Read our Privacy Policy.