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Donor Pipeline Tracker.

Move every major gift prospect from first meeting to closed gift.

Live demo coming soonNonprofits & education · Sales
Demo screenshot coming soon

About this template

A moves management board for fundraisers: prospects sit in columns for Identify, Qualify, Cultivate, Solicit, and Steward, each card showing ask amount, gift officer, and next action date. A pipeline value chart and an overdue next actions list keep the team focused on the asks that actually close. Filter by officer, campaign, or gift size to prep for your weekly development meeting.

The live demo ships with sample data: Ships with 32 prospects spread across all five stages, ask amounts from $1,000 to $250,000, three gift officers, two campaigns, and a handful of overdue next actions so the follow up view has something to flag.

The prompt behind this template

This is the exact description the Prized agent built it from. Yours can be one sentence: the agent fills in the rest, and you refine from there.

Show the full prompt

Build a moves management pipeline for the development office at the Meridian Riverfront Museum, where three gift officers move every major gift prospect from first meeting to closed gift. Layout: a slim summary strip across the top with four compact figures: Total Pipeline ($1.94M), In Solicit ($385K), Closed This Quarter ($118K), Overdue Next Actions (7). Total Pipeline sums every open ask in Identify through Solicit; closed gifts in Steward are excluded. Under the strip, filters for gift officer, campaign, and ask size band (Under $10K, $10K to $50K, Over $50K), plus an Add Prospect button that opens a dialog form. Main region: a five-column board labeled Identify, Qualify, Cultivate, Solicit, and Steward. Each column header shows its card count and summed ask value. Each card shows prospect name, ask amount, gift officer initials, a campaign badge, and a next action date chip colored red when past due, amber when due within seven days, neutral otherwise. Clicking a card opens a detail panel with the ask, officer, campaign, last contact note, and next action, plus an edit form covering stage, ask amount, officer, campaign, next action date, and next action description; moving a prospect between stages happens by changing the stage there. Below the board, two side-by-side regions: a bar chart of pipeline value by stage, and an Overdue Next Actions list sorted oldest first showing prospect, officer, the action, and days overdue. Data: 32 prospects spread across all five stages with realistic household and family foundation names, ask amounts from $1,000 to $250,000, gift officers Maya Castillo, Rob Delgado, and Priya Nair, and two campaigns: Annual Fund and Riverfront Expansion. Steward holds four recently closed gifts totaling about $118,000. Plant one clear story: the largest ask, $250,000 from the Hartwell Family for Riverfront Expansion, sits in Cultivate with its next action 24 days overdue, and five of the seven overdue actions belong to Rob Delgado, so the overdue list makes the bottleneck obvious in the weekly development meeting. Behavior: stage totals, pipeline sums, and overdue flags are computed from the cards. The add and edit forms capture the same fields as the card detail. Filters combine, and clearing them restores the full board. The board, chart, and overdue list must look complete and tell the stalled-ask story from seeded data alone. Visual identity: use a plum accent for primary actions, stage emphasis, and chart color, on a warm light neutral base with a polished, gala-program feel.

Works with your data

The demo runs on sample data. Once it is in your workspace, connect the real thing:

  • HubSpot
  • Stripe
  • Google Sheets

How templates work

  1. 1. Open the live demo. It is a real tool, not a mockup.
  2. 2. Use this template to get your own editable copy.
  3. 3. Prompt changes in plain language until it fits.
  4. 4. Connect your data and share it with the team.

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