Having a solid list to work from is key to success in major gifts work. This sample of a tracking spreadsheet shows the type of information you want to track in order to know what and when your next move should be and how much you will ask for and plan secure from major donors. Tracking donors and prospects is an important part of a successful Major Gifts program. This does not take the place of the details that can be held in a database but the simple view can be helpful for annual planning, tracking, and monthly organizing for your fund development team.
