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Donor Prospect Management

Donor/Prospect Management Tool Aids Nonprofits in:

  • Generate gift receipts and thank you letters
  • Produce donor giving history reports
  • Prospect tracking
  • Track important stewardship dates and actions
  • Track proposal deadlines and record their status
  • Report giving history by type of donor (i.e. Foundations, Corporations, Individuals, State, Federal, United Way, Church and Diocese)
  • Report gifts received by fund designation/program (i.e. capital, operations, designated, undesignated)
  • Analyze performance of specific appeals (i.e. year end, special events, spring appeal, newsletters, direct mail, personal solicitation, unsolicited)
  • Prepare personalized mailings for direct mail appeals
  • Analyze the effectiveness of fundraising activities

2007 Access Donor Prospect Management Tool
2003 Access Donor Prospect Management Tool


 toolkit


Through research-informed grantmaking to Texas nonprofits, St. Luke's Episcopal Health Charities, a separate component of St. Luke’s Episcopal Health System, improves community health and reduces health disparities.  Our Center for Community-Based Research is dedicated to community-based participatory research practices that foster informed action, collaboration and empowerment for the medically underserved and other vulnerable populations.

© 2012  St. Luke's Episcopal Health Charities