I’m not sure I think of planning and managing an individual giving program in terms of a “template” but here are the docs I use:
– A campaign calendar, with all your drop dates and a link to the briefing document for each campaign.
** It’s hard to generalize but you might think of 2-4 “full list” campaigns (Fall/end of calendar year/spring/etc) and a variable number of targeted campaigns. **
** Some campaigns will be ongoing (like gift anniversary/renewal campaigns or digital ad retargeting campaigns). **
– A project management system where you manage all the tasks for each campaign, make assignments, set due dates, etc.
– An overall results dashboard that shows results per month (NOT only YTD) and let’s you compare with the last 3 fiscal years. Track dollars AND donors.
– A tracker/ask planner for your leadership gifts. Find the 20% of your donors who gave you 80%+ of what you raised and project an individual ask amount, likelihood of gift, and expected gift amount.