Build stronger donor relationships without the guesswork

Strong, intentional relationships are what make major gifts fundraising sustainable, but keeping track of them can feel overwhelming.

Who do you reach out to first? How do you know which connections need more attention?

Our Relationship Tracker is designed to help you take the guesswork out of relationship-building. This free tool lets you assess, organize, and grow your connections in a thoughtful, strategic way, while keeping your organization’s goals front and center.

With the Relationship Tracker, you can:

  • Assess each contact: Quickly see where a person falls on your relationship spectrum, from dormant to close connection.
  • Plan meaningful actions: Get suggested ways to nurture each relationship, whether it’s a simple check-in, an invitation to an event, or sharing your organization’s story.
  • Focus your time and energy: Know exactly which connections need your attention and how to strengthen them without feeling pushy.

Whether you’re preparing for a new campaign, re-engaging supporters, or just wanting a more intentional approach to donor relationships, this tracker gives you the structure to act strategically, consistently, and thoughtfully.