[Checklist] Donor Retention Communication

Rev Up Retention With a Donor Management-Based Communications Plan.

Use this checklist to help you unearth the right information from your donor management system (DMS) exactly when it’ll have the most impact.

Customize it to meet the needs of your organization, share it with your team, and watch your donor retention rate blossom.

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First Name

Last Name

Organization Name

Work Email

Work Phone Number

Interested in learning more about Network for Good's simple, smart fundraising software?

UTM Campaign:

UTM Medium:

UTM Source:

Lead Source:

UTM Content:

Is your organization a registered 501(c)3?

Approximately, how many individuals have donated to your organization in the past 12 months?

What is your total operating budget?

Website URL

What is your role at your nonprofit?

How much has your organization raised through individual giving in the past 12 months?

What's your level of experience with individual fundraising?

What do you use to manage your donors?

How do you feel about your current system for managing donors?

What do you use to send email communications?

Cause Area:

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