Funding & Business Development · Interactive preview

Individual Giving & Donor Management

Track received gifts, recurring and previous donors, stewardship, income, campaigns and accountable fundraising actions.

This browser-based preview saves work on this device. It does not yet provide secure multi-user access; avoid confidential records.

Learn it in the course

This tool is the live version of work taught in the Planning System. Each module’s Excel workbook imports into it.

Module 11 · Fundraising, Revenue & Sustainable Business Models — 11.8 Individual giving: one-time and recurring · 11.9 Major donors · 11.19 Stewardship and retention