Cultivation, Solicitation, Stewardship
Curriculum Building Block 5
Major Giving Initiative Checklist and Workplan
Status Rating( 1 to 5) / Tasks / Action Steps / Responsible / Due by:
____ / How will you:
1) Assess your stations current ability to Cultivate major donors, and determine actions needed to improve major donor cultivation performance. (e.g. new resources, training, etc) / a)______
b)______
c)______/ a)______
b)______
c)______/ a)______
b)______
c)______
____ / How will you:
2) Assess your current ability toSolicit Major Gifts, and determine what changes are needed to execute “the Ask” (e.g. new resources; training, etc.) / a)______
b)______
c)______/ a)______
b)______
c)______/ a)______
b)______
c)______
____ / How will you:
3) Assess your current ability to sustain Stewardship with Major Donors, and determine what changes are need to support a lasting Stewardship functional capability (e.g. new resources; training, communications, etc.)
. / a)______
b)______
c)______/ a)______
b)______
c)______/ a)______
b)______
c)______
______/ 4) Meet with your development and/or management team and review the Integrated Development Plan template. / a)______
b)______
c)______/ a)______
b)______
c)______/ a)______
b)______
c)______
Status Rating
( 1 to 5) / Tasks / Action Steps / Responsible / Due by:
______ / 5) Review the status of your major and planned giving programs, and how they relate to the following:
a) Case development (including Mission, Vision,
Values)
b) Board and non-board
volunteer involvement
c) Staffing and budget needs
d) Identification of giving opportunities for major gifts
e) Communication with Membership and other departments about prospect identification, information and “moves management” / a)______
b)______
c)______
d)______
e) ______/ a)______
b)______
c)______
d)______
e) ______/ a)______
b)______
c)______
d)______
e)______
Status Rating Key
1 / Planning has begun / 4 / Task is over 50% complete
2 / Planning is completed / 5 / Task is completed
3 / Task has begun