Are your current partners slipping through the cracks?
Download the free Monthly Maintenance Checklist — a simple one-page system to help you stay on top of your partner relationships every month, so nothing important gets missed during your support raising season.
WHAT'S INSIDE
Here's what the checklist covers:
Identify New Partners — Search social media, follow up on referrals from current partners, and welcome new givers onto your team
Check for Lapsed Partners — Catch missed or decreased giving early, verify credit card issues with your organization, and follow up within 2–3 days
Communicate with Partners — Send ministry updates, share prayer requests, ask how you can pray for them, and send your monthly newsletter
Review Current Partners — Look for changes in giving, identify partners who may be ready to increase, and keep contact information current
Large Donation Partners — Verify that expected annual gifts have been processed and send a personal thank-you