In this episode, host Sterling shows how small nonprofit teams can replace scattered donor chasing with a simple, repeatable process that fits their current staff size and tools. Learn to list every gift from the past twelve months in one shared document, group donors by amount and last contact, and set fixed outreach dates that turn random appeals into steady revenue. Discover how to assign team roles, create short message templates, and track responses without new software or hires.
Key takeaways:
- Group donors by giving level to set contact frequency and avoid lapsed supporters
- Use existing spreadsheets for lists, templates, and a shared calendar
- Prepare batches of short, personal notes each month and log replies for follow-up
- Stick to the schedule for three months before reviewing what works
This rhythm keeps outreach consistent, builds habits, and shows clear results when board members ask about stewardship.
๐ฉ Have questions or want to share your experience? Reach out at [email protected].
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