top of page

Stewardship Resources to Help You Plan, Communicate, and Connect

Download free tools and templates!

Free Webinar Series

Stewardship Reset Wide Logo with Tag (1).png

The Stewardship Reset *new*

A six part webinar series where we explored practical ways to build stewardship rhythms and strengthen donor relationships. You can now watch all six recordings here.

Tools & Templates

Board Health Snapshot *new*

Use this quick assessment to see how well your board is set up to lead.

Get the Resource

The 48-Hr Post-Event Stewardship Guide *new*

Elevate roundtable handout from Erica with a 48-hour action plan for follow-up, revenue protection, and donor connection.

Get the Resource

The Stewardship Ladder Resource *new*

A framework with real touchpoint ideas to help you move donors from a first gift to long-term partnership, so you can stop spinning and start winning donors for life.

Get the Resource

Giving Table Template

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

Get the Template

Task Tracker Template

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

Get the Template

Donor Love Audit

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

Get the Donor Love Audit

12-Month View Calendar Template

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

Get the Template

2026 Planning Calendar

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

Get the Template

Podcast Resources

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. Listen below.

A Stewardship Roundtable with The Cause Catalyst Co. *new*

Reframe stewardship as relationship-building, not just thank-you notes. In this podcast episode of The Fundraising Elevator by Swaim Strategies, Erica, Veronica, and Amie share practical ways to build a sustainable stewardship rhythm, including how to start with your donor data, segment supporters with a giving table, tighten your gift entry and acknowledgment flow, and use simple, human outreach that keeps donors connected all year long. Listen below.

The Cause Catalyst Co.

erica@thecausecatalystco.com

​

  • LinkedIn

Subscribe to our newsletter for periodic tips and encouragement!

©2026 by The Cause Catalyst Co.

bottom of page