Stewardship

Stewardship is a means to cultivate relationships with constituents who currently contribute to your organization or who may contribute in the future. To initiate and manage contact with constituents, you can create stewardship plans. A stewardship plan is a series of steps that plan stewards complete as part of the stewarding process. Each plan details how often plan stewards should contact the constituent, the contact method, and the objective. A plan also provides information about the constituent so stewards can coordinate personal and meaningful interactions.

If you configure stewardship packages for your fundraising purposes, you can add a plan step to create and distribute a package to donors on a regular basis to demonstrate what your organization accomplished with the donor’s gifts. A stewardship package is a mail merge process that includes a cover letter and a stewardship report. For information about stewardship packages, see the Fundraising Guide.