Donor pipeline workbook

What’s the key to a sustainable, growing pipeline? 

Fundraisers are increasingly focused on not only accelerating the size of their pipeline, but also the speed at which donors move through it. But concerningly, nearly half of fundraisers in a recent donor engagement and pipeline report by Gravyty said their teams did not meet pipeline goals last fiscal year. Not kicking off a strong pipeline strategy at the start of the year could lead to missed goals by year-end. 

Use this workbook to help kickstart your 2024 fundraising strategy and calendar. In it, you’ll find:

• Prospect profile template
• Cultivation plan template
• Portfolio hand-off best practices
• And so much more!