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The Grant Stewardship Checklist was created in partnership with Keela and Imagine Canada’s Grant Connect.
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Analyze your database, create a communications plan, track interactions, send acknowledgments, develop campaigns, engage donors, and monitor your efforts.
Target messages, personalize content, create relevant subject lines, develop clear calls to action, and perform regular testing and optimization.
Create branded online donation pages, increase recurring giving, make custom asks for every donor, integrate social media tools, recognize donors, and track progress toward your goal.
Automate routine tasks such as donor acknowledgment, tax receipting, gift processing, data entry, and reporting, spend more time connecting with donors.
Empower supporters to create personal fundraising pages, access tools and resources to raise more, set goals and incentives, and create a sense of community and urgency.
Identify donor behavior, understand trends and opportunities, personalize communication, and make data-driven decisions that improve donor management and enhance fundraising efforts.
