Monthly Maintenance Checklist

As fundraisers, it’s important to review your monthly giving report and respond to any changes in a timely manner. Not sure where to start? Let us help take the guesswork out of it. Use this free checklist each month to maintain a healthy support account!

✔️ Identify New Partners

    • Search through social media for potential partners

    • Ask current partners to connect you with any referrals they have

    • Send a thank you note

    • Add them to your newsletter

✔️ Check for Lapsed Partners

    • Identify any missed giving or decreases in giving

    • Contact your organization to verify if it was a credit card issue

    • Send a communication to the partner within 2-3 days

✔️ Review Current Partners

    • Look for any changes in giving amount

    • Identify any partners who may be ready to increase giving

    • Send a thank you if there was an increase

    • Update any contact information as necessary

✔️ Large Donation Partners

    • Verify that any large annual gifts you expect to receive that month have been processed

    • Send a thank you note

Feeling better equipped? Now get to it!

Russell Cooper

Russell Cooper is the CEO and founder of Tailored Fundraising. He has personally trained and coached missionaries across 50+ countries. The Tailored Fundraising team has accumulated 50,000+ coaching hours helping missionaries get fully funded.

Previous
Previous

Messaging Checklist

Next
Next

Year-End Appeal Checklist