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Keeping Track
Project Team Leaders are required to keep records—a critical component of solid major
gifts fund raising. They are asked to:
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Fax monthly tracking sheets on top prospects and updated workplan.
- Produce a quarterly gift income progress report showing total amount of gifts
received and the number of gifts at each level of giving, including actual
income-versus-goal.
- Provide a quarterly two-page faxed narrative report including original samples of
materials used in donor communications (appeals, newsletters, etc.) for copy and
distribution to other Project participants.
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