Fund Stewardship

As part of your donor cultivation strategy, you can steward constituents with an interest in a fundraising purpose. When you configure a fundraising purpose type to include donor and financial information, you can associate a stewardship package with each fundraising purpose based on this type. A stewardship package contains a cover letter and stewardship report you can distribute at regular periods. The stewardship report provides a current snapshot of the purpose including the amount earned on investment, amounts distributed, contributions made, and other expenses related to purpose management. Stewardship packages communicate that your organization has used contributions as the donor intended to meet a specific need. When you provide this information to donors and other constituents who have an interest in the fundraising effort, you demonstrate that your organization manages contributions carefully and responsibly.

You can add a stewardship package to a purpose from the Stewardship tab of the purpose record. A Stewardship Package section appears on the Stewardship tab above the Stewardship Recipients section. From here, you can add and edit stewardship packages, review summary information, and send the stewardship package. The stewardship summary information displays only when you add the package to the purpose.