FUNDRAISING ATLAS
What do you need
to finish?
A donor update. A board introduction. A promise that has moved between three inboxes. Start with the work in front of you.
Each guide gives you a filled example, words you can adapt and a clear next step for the person helping you.
Who Promised What?
Turn an overdue update into a record with the original promise, one responsible person and a date for the next response.
Build the handoff ↗02A new donor needs a welcomeThe Second Gift Starts Here
Adapt a welcome email and put the promised follow-up on someone’s calendar.
Prepare the welcome ↗03A board member offered an introductionOne Introduction, Ready to Make
Use three messages to check interest, make the introduction and hand over the conversation.
Prepare the messages ↗04A donor is waiting for program newsOne Story, Ready to Send
Turn source notes into a donor update, including what to say when a result is not yet verified.
Draft the update ↗05Our retention numbers don’t agreeBefore You Call Them Lapsed
Reconcile retained, new and returning donors, then write an explanation your board can follow.
Check the count ↗Download the workbook and all five guides ↗
A field guide by Gratona, for nonprofit development directors and operations teams. Worked examples are fictional. Use the messages and records with facts, permissions and dates that fit your organization.