The Donor Stewardship Planner
Create a stewardship strategy that actually works
For many small or early-stage nonprofits, building a donor stewardship plan can feel overwhelming. But when it comes to retaining donors long-term, you need to have one. Just making it up as you go won’t cut it.
That’s why we created this stewardship planner—a simple, practical tool to help you engage, thank, and retain your donors with confidence.
This downloadable spreadsheet, with versions for both Google Sheets and Excel, includes:
- A fully customizable stewardship plan template
- Sample communication plans for nine common donor segments
- Actionable tasks with best practices for team workflows built in
- Clear guidance to make implementation easy—no big staff or fancy tools required
If you’re ready to turn donor engagement into a repeatable, reliable strategy, this planner is the perfect place to start.
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