This guide shares ready-made Blueprints to inspire and simplify common fundraising activities. Use them as starting points to adapt for your organization’s goals.
What Are Action Blueprints?
Action Blueprints are standardized templates that help you consistently track and record fundraising activities in your CRM. Each blueprint includes pre-configured fields, required categories, and campaigns to ensure your team captures essential information every time.
How to Use This Library
Choose a blueprint that matches your fundraising activity, customize the Categories, Campaigns, and Fields as needed for your organization, and deploy it for your team.
Gift Processing & Documentation
Standard Gift Entry
Use Case: To accurately track ROI and manage donor relationships for gifts received, link each entry to the appropriate fund, appeal, and campaign.
Example: On December 20, 2025, a $500 check for the Scholarship Fund, prompted by the "Holiday Giving 2025" appeal and part of the "Year-End Campaign 2025," was recorded using a template to ensure all three categories were captured and the acknowledgment letter tracked.
Action Type: Donation
Required Campaign Categories:
Fund, Appeal, Campaign
Required Fields:
- Acknowledgement Sent Date (Date)
One-Time Check Donation
Use Case: Enter standard check donations with consistent tracking
Action Type: Donation
Required Campaigns:
- Payment Method: Check
Required Fields:
- Check Date (Date)
- Check Number (Number)
Stock or Securities Gift
Use Case: Record in-kind stock gifts with proper valuation tracking
Action Type: Donation
Required Campaigns:
- Gift Type: Stock Gift
Required Fields:
- Stock Symbol (Text)
- Number of Shares (Number)
- Transfer Date (Date)
- Stock Price at Transfer (Number)
Optional Fields:
- Brokerage Firm (Text)
In-Kind Gift Documentation
Use Case: Record donated items or services with proper valuation
Action Type: Donation
Required Campaigns:
- Gift Type: In-Kind
Required Fields:
- Item Description (Text)
- Estimated Value (Number)
- Received Date (Date)
Donor Stewardship & Engagement
Donor Thank You Call
Use Case: Log post-gift stewardship calls
Example Scenario: Use this template when a donor makes their first $500+ gift to ensure proper thanking and relationship building.
Action Type: Phone Call
Required Campaigns:
- Campaign: Thank You Outreach
- Touchpoint Type: Outreach
Required Fields:
- Original Gift Amount (Number)
- Call Date (Date)
- Call Completed (Text: Yes/No)
Optional Fields:
- Donor Interests Mentioned (Text)
- Personal Updates Shared (Text)
- Future Engagement Opportunities (Text)
- Next Contact Date (Date)
Volunteer Management & Engagement
Volunteer Recruitment
Use Case: Log outreach to prospective volunteers
Example Scenario: Track recruitment efforts for board members, event volunteers, or ongoing program support.
Action Type: Phone Call
Required Campaigns:
- Volunteer Engagement: Recruitment
Required Fields:
- Contact Date (Date)
- Volunteer Role Offered (Text)
- Response Status (Text)
Optional Fields:
- Skills and Interests (Text)
Planned Giving & Legacy Programs
Planned Gift Documentation
Use Case: Record legacy gift commitments and estate planning discussions
Action Type: Note
Required Campaigns:
- Campaign: Planned Giving
Required Fields:
- Gift Type (Text)
- Documentation Date (Date)
- Gift Vehicle (Text)
Optional Fields:
- Estimated Current Value (Number)
- Estimated Future Value (Number)
- Attorney Contact (Text)
- Beneficiary Percentage (Number)
- Recognition Preferences (Text)
- Annual Contact Required (Text)
