Fundraising
Development pipeline, sponsorship strategy, and board asks.
Shared relationship tracker
Keep your donor and grant conversations in one place
Use this page to keep track of who you have approached, what happened, and what needs to happen next. Every director can see it, so the board does not accidentally duplicate outreach or lose momentum on a promising relationship.
Easy rule: add the relationship, write one clear next step, and log a note after each call, email, or meeting.
Quick add
Add a relationship
Start simple. A name or organization, a stage, and the next step are enough to get it into the shared tracker.
Shared view
Pipeline and director coverage
Director assignments
Relationship list
What the board is working right now
| Relationship | Introduced By | Stage | Next Step | Follow-Up |
|---|---|---|---|---|
| Loading relationships… | ||||
Selected relationship
Choose a relationship
Pick a relationship from the table to see the full history and update what happens next.
Grant pipeline
Active grant proposals & memos
No grant proposals in progress. Proposals will appear here once uploaded.
Development calendar
Upcoming deadlines & events
- Grant memo review deadline
Executive report cycle closes March 15, 2026 - Q2 sponsorship outreach
Narrative must be board-approved by April 1 - Annual giving campaign
Direct mail and digital campaign launch September 2026 - Donor stewardship calls
Board participation requested for major gifts recognition
Institutional readiness
Grant application governance evidence
Most institutional funders require evidence of board governance, financial oversight, and compliance. The portal automatically maintains this evidence and can generate exportable packages.
View full grant readiness scorecard · Generate audit evidence pack