Unassigned Donor Thank You Guidelines
A clear, easy-to-follow framework for thanking midlevel and major gift donors who are not yet assigned to a portfolio
Strengthen every donor relationship with confident, consistent thank yous
What You’ll Get:
A step-by-step thank you protocol for unassigned donors
Clear guidance for calls, emails, and handwritten notes
Criteria for adding donors to caseloads
Follow-up actions based on whether you reach the donor
Documentation guidelines to support strong data and continuity
This guide outlines a practical thank-you process for unassigned midlevel and major gift donors. It gives fundraisers a clear path for outreach, follow-up, and documentation so no donor feels overlooked and every expression of gratitude feels personal and timely.
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