Templates & Toolkits

Donor Pipeline Tracker

Donors & Fundraising

Donor Pipeline Tracker

$14

Follow major-gift and sponsor prospects from first hello to a yes, with next steps and a simple weighted forecast.

Instant download · 1 ZIP file (0.34 MB) · PDF, XLSX

What’s inside

  • Prospects tab: ID, type, estimated capacity, stage, ask amount, probability, weighted amount, owner, next step and date, committed date, last touch
  • Eight stages with editable probabilities
  • Touches log with automatic name lookup
  • Overdue next steps highlighted
  • Dashboard: active prospects, total asks, weighted pipeline, committed, overdue, and asks by stage with a chart
  • Start Here tab and a PDF quick-start guide

Licensed for one person or one organization. Please don’t resell, share or post the files.

Sales are final because files arrive instantly. If a file is broken or not as described, email us within 30 days and we will fix it or refund you. Shop terms.

Pairs well with Donor and Giving Tracker ($14), Year-End Appeal Letter Kit ($22), and Nonprofit Grant Tracker ($16).

Pairs well with

Donor and Giving Tracker ($14), Year-End Appeal Letter Kit ($22), and Nonprofit Grant Tracker ($16).

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