I have become a big fan of webinars for professional development, and I attended several in 2024. I gleaned good information from each of them, and am appreciative to all who hosted, but I found the follow-up resource I received from one of Gravyty’s webinars especially helpful. It’s called the 2025 Donor Pipeline Workbook, and with Gravyty’s permission, I’m sharing the resource here:
Gravyty’s 2025 Donor Pipeline Workbook
You’ll find that the workbook outlines six keys to a healthy donor pipeline:
An omnichannel approach to giving
Digital giving as a pipeline catalyst (leveraging Gravyty’s expertise as a donor engagement and fundraising platform)
A healthy portfolio size
Appropriate staff resources
Portfolio builder tools
An engaging outreach strategy
The workbook also poses self-evaluation questions to spark conversation and change, and even provides a few great templates to download for practical use:
Prospect profile template to streamline donor research
10-step donor qualification checklist for smart prioritization
Donor cultivation plan template to enhance engagement
Solicitation template for effective asks
Donor stewardship matrix to ensure continued connection and gratitude
To top it off, the workbook includes a portfolio handoff criteria table, so it seems to me that whether you are a starting anew or needing to refresh some of the tools in your team’s fundraising toolbox, you’ll find this resource handy as you look to fundraising in 2025 and beyond. Hope so!