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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