
Major donor moves management template
A 12-month row of moves for each donor · Stage and ask amount for every donor · A today line and named next moves
Preview and use template →A donor pyramid shows the shape of your supporter base, from many one-off donors at the bottom to a few major donors and legacy pledgers at the top. This example pairs the pyramid with a gift range chart for a £500,000 capital appeal, listing the number of gifts and prospects needed at each size and progress bars for what has been secured so far.
This is a planning example, not legal, tax or fundraising regulation advice. Check Gift Aid, data protection and fundraising rules where you work.
No account needed · Opens as your own editable page

Pull donor numbers and income from your CRM for each giving level, so the pyramid reflects your real base.
Set the top gift at about 20% of the target, then halve the gift size and double the number of gifts as you go down.
Name three to four prospects for every gift you need, and track each one as it is secured.
Change the target and gift sizes, then adjust the gifts needed, prospects and totals in each row so they add up. The rules of thumb box gives a starting point.
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.
Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.