TEMPLATES / TRACKING TOOLS

Bequest Plan Outline 2013
Click here to download a PDF
288K PDF

Sustaining Legacy Plan Outline 2013
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364K PDF

Marketing Worksheet
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312K PDF

Board Member Participation Slides
Click here to download a PowerPoint file
272K PPT File

Solicitation Tracking Template
Click here to download a XLS spreadsheet
48K XLS File

Stewardship Tracking Template
Click here to download a XLS spreadsheet
48K XLS File

Donor Record Form Template 2011
Click here to download a Word Document
92K Word File

Bequest Language Template
Click here to download a Word Document
20K Word File