Veritus Group’s Donor Engagement Plan

Create Goals & Strategies for EVERY Donor

Download this FREE Template from Veritus Group

As featured in the White Paper “Creating Strategic Goals & Strategies for Every Donor,” the Donor Engagement Plan is an essential tool for major gift fundraisers. It helps you to plan your communications with donors month by month, and create and track giving goals for each donor.

This template is one of the basic tools of The Veritus Way and is used by MGOs all over the world. Most people use it as a supplement to their moves management software or tools.

Donor Engagement Plan

What you’ll be able to do with this template


Plan your communications and Touch Points with every donor


Set and revise annual giving goals for each donor


Identify opportunities for donors who may be ready to give