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Stewardship Resources to Help You Plan, Communicate, and Connect

Download free tools and templates!

Tools & Templates

Giving Table Template

A simple tool to help structure donor tiers and guide meaningful stewardship actions.

2

Task Tracker Template

Track responsibilities, deadlines, and communication follow-ups with this collaborative tool.

3

Donor Love Audit

Use this quick assessment to evaluate and improve your current donor care efforts.

4

12-Month View Calendar Template

This editable Canva template helps you map out donor touches, appeals, events, and reports all in one place.

5

2026 Planning Calendar

This editable Canva template helps you map out donor touches, appeals, events, and reports all in one place.

Podcast Resource

Fractional Development with Erica Soto

Learn how fractional development can build capacity without adding full-time staff. In this podcast episode of The Fundraising Elevator by Swaim Strategies, Erica breaks down what fractional development looks like in action, with case studies, best practices, and actionable advice for growing nonprofit teams.

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