Free Resource

Which of your top donors are quietly slipping away?

A 10-minute self-assessment of your top 20 donor relationships. Score each on four dimensions and find out who needs attention this month - before it shows up in the giving report.

  • Recency: when did you last have personal contact?
  • Context: how much do you actually know about them?
  • Cultivation: do you know the next step and who owns it?
  • Risk: would the relationship survive a team change?

Download the audit worksheet

Fill in your details to get instant access.

A simple 1–3 scoring system

Score each donor on four dimensions. Add the scores. The total tells you who needs attention now.

Total 4 – 6

Healthy

Well documented and actively stewarded.

Total 7 – 9

Needs attention

Schedule a review this month.

Total 10 – 12

At risk

Act now. The relationship is fragile.

How it works

1

List your top 20 donors

Write them in the Name column on page 2.

2

Score 1–3 on four dimensions

Use the scoring guide on page 1.

3

Add up each row

Total per donor reveals their status.

4

Spot the systemic gaps

Count red scores per column to see patterns.

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