Nonprofit / Free editable template

Donation processing and thank-you dial template

Every gift needs to be banked, recorded and thanked quickly, and the first 90 days decide whether a donor gives again. This board puts the gift at the centre of a dial and follows it clockwise through nine timed steps, from banking and CRM records in the first hours to a thank-you call at 48 hours, an impact story at 30 days and an invitation at 90 days. A table sets the thank-you for each gift size.

This is a planning example, not legal, tax or fundraising regulation advice. Check Gift Aid, data protection and fundraising rules where you work.

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Donation processing and thank-you dial example showing nine timed steps around a dial, thank-you rules by gift size, checks before banking and a time-to-thank-you measure
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Set your timings

    Agree how quickly each step happens, from banking to the first thank-you, and put the times on the dial.

  2. Match the thank-you to the gift

    Decide who thanks which gifts and how, from an automatic email to a call from the chief executive.

  3. Check before you bank

    Confirm the Gift Aid declaration, consent and any restriction before the gift is coded, so reports and claims are right first time.

Questions about this template

Can I change the timings around the dial?

Yes. Edit the hour or day on each of the nine stages to match your own process, and update the target in the measure it box.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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