Monthly Maintenance Checklist

As fundraisers, it’s important to review your monthly giving report and respond to any changes in a timely manner. Not sure where to start? Let us help take the guesswork out of it. Use this free checklist each month to maintain a healthy support account!

✔️ Identify New Partners

• Search through social media for potential partners

• Ask current partners to connect you with any referrals they have

• Send a thank you note

• Add them to your newsletter

✔️ Check for Lapsed Partners

• Identify any missed giving or decreases in giving

• Contact your organization to verify if it was a credit card issue

• Send a communication to the partner within 2-3 days

✔️ Review Current Partners

• Look for any changes in giving amount

• Identify any partners who may be ready to increase giving

• Send a thank you if there was an increase

• Update any contact information as necessary

✔️ Large Donation Partners

• Verify that any large annual gifts you expect to receive that month have been processed

• Send a thank you note

Feeling better equipped? Now get to it!