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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

CRM Import Template for Stewardship Tracking

Import templates for common CRMs that allow you to quickly turn a stewardship tracker into donor contact notes in your CRM

5

12-Month Calendar Template

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

Slides from the Stewardship Intensive

These slides include everything we covered in Day 1 and Day 2 of the Intensive from the Donor Love Audit and Giving Table to CRM tips, time tracking, and real-life task tracker examples. They're practical, simple, and ready to use with your team.

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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