The average development director stays 16 months. 57% of nonprofits have no formal donor handoff process. This 2-page checklist makes sure relationships don't walk out the door.
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12 items across donor knowledge, institutional context, and operations - designed to be completed in two weeks before a team member's last day.
Relationships, cultivation stages, planned gifts, lapse risk, communication preferences
Relationship history, board connections, foundation relationships, prospect notes
CRM completeness, account handover, warm intro plans for top donors
Build these documents as part of ongoing operations - not at the last minute.
Use it as your handoff checklist. Aim to complete all 12 items in two weeks.
Use the completed documents as your onboarding pack for the new hire.
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