Stewardship Plan Templates
Before you define a stewardship plan for a constituent, you can create stewardship templates from prospects. These templates include basic steps, such as meetings or phone calls, stewards perform to strengthen and retain your organization’s relationship with selected donors. With a template, you can add multiple, related steps to a plan at one time. After you add template steps to a stewardship plan, you can edit these steps, add new template steps, or manually create steps to design a custom plan for the constituent.
From Prospects, select Stewardship plan templates under Configuration in the explorer bar to access the Stewardship Plan Templates page. Select a template to view the plan’s steps in the Details grid.
After you add a template, you can import the template steps into the Planned and pending steps grid on the Details tab of the Stewardship Plan page.
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Under Configuration in Prospects, select Stewardship plan templates. The Stewardship Plan Templates page appears.
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Select Add. The Add stewardship plan template screen appears.
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Enter the necessary information. For a detailed explanation of the options on this screen, see Add Stewardship Plan Template Screen.
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Select Save. You return to the Stewardship Plan Templates page.