Major Gift Planning Checklist
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Major Gift Planning Curriculum Building Block 6 Major Giving Initiative Checklist and Workplan
Status Rating Tasks Action Steps Responsible Due by: ( 1 to 5)
How will you: a)______a)______a)______1) Perform a Prospect Review to b)______b)______b)______focus your Major Gift c)______c)______c)______Program?
How will you: a)______a)______a)______2) Assure Volunteer Involvement b)______b)______b)______and Training to support your c)______c)______c)______Major Gift Program?
How will you: a)______a)______a)______
3) Execute Development Staff b)______b)______b)______Communication with prospective Donors? c)______c)______c)______
How will you: a)______a)______a)______4) Achieve a Donor-Centered b)______b)______b)______Approach to your Major Gift c)______c)______c)______Program?
How will you: a)______a)______a)______5) Establish effective Marketing b)______b)______b)______and Messaging to support c)______c)______c)______Major Gift Program?
Status Rating Key 1 Planning has begun 4 Task is over 50% complete 2 Planning is completed 5 Task is completed 3 Task has begun