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.
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