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Moves Management Part 4: Stewardship: https://help.pm.leapevent.tech/a/1860315
You've identified and cultivated your prospects, put your Moves Management strategy into practice, and completed your ask. Whether you received the major gift you hoped for or not, your journey doesn't end there!
If your ask was successful, you now need to maintain and nurture your organization's relationship with that major donor, so that they'll continue to feel inspired to give in future. And if your ask did not succeed, you may wish to continue building the relationship so that you can try again in future.
In this article, we'll touch on a few ways to track your ongoing stewardship in PatronManager. Let's get to it!
Track prospect status on the Account (or Contact)
Back in Moves Management Part 2: Cultivate Relationships we discussed a number of ways you might track prospects, including a "Prospect Status" custom field on the Account or Contact record.
If you created that custom field, you can now set the picklist value to "Stewardship", which will make it easy to pull reports on this set of patrons and keep up with your outreach.
Continue tracking touch points related to that donor
All the various cultivation activities we discussed in the above article can and should continue, you'll just log them on the Account or Contact record rather than on the Donation record (until you're ready to start on a fresh ask, of course).
Log calls, set task reminders, log emails, chatter colleagues, and more: tracking these touch points will help you stay engaged with the patron. It also makes it easy to find missed opportunities for engagement later on, and prevent duplicating your efforts.
When the time comes for a fresh ask, create a new gift record
When it's time to move forward with soliciting another major gift from the donor, create a Donation (Pledge) record and track the activities and outreach related to that effort on that record. Refer back to this article for details!