Major Gift Tracking Spreadsheet

A template to help you plan and track major gift relationships.
Excel template

Are you looking for a tool to use, in conjunction with your CRM, to help you plan your major gifts strategy? Look no further.

This easy-to-use Excel template:

  • Allows leaders to insert their own data to calculate recommended organizational benchmarks for what’s major
  • Provides a simple structure for planning how to nurture, ask, and steward major givers
  • Offers a simple solution for ministries not yet using a CRM

Asking the right person, for the right gift, at the right time takes careful consideration and planning. All of this requires a system to track data and the next steps.

This simple-to-use structure help leaders take their data and create meaningful plans.

*Used as part of this workshop: Unlock the Power of a Major Gift Plan


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