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Donor Contact Sheet Document Template

A record of donor contact details, preferences, and giving history.

Donor Contact Sheet

This document provides a comprehensive record of donor personal and contact information, preferences, and giving history, useful for nonprofit fundraising and stewardship efforts.

Contact Information

Full Name Preferred Contact Method Email Phone Address
{fullName} {preferredContactMethod} {email} {phone} {address}

Donor Preferences

  • Preferred Communication Days: {preferredDays}
  • Preferred Communication Times: {preferredTimes}
  • Preferred Contact Frequency: {contactFrequency}

Special Interest Areas

{#specialInterests}

  • {interest}

{/specialInterests}

Giving History

Date Amount ($) Campaign Notes
{#gifts}{giftDate}{amount}{campaign}{notes}{/gifts}

{#recurringDonor}

Recurring Donor Details

  • Start Date: {recurringStartDate}
  • Frequency: {recurringFrequency}
  • Last Payment: {lastRecurringPayment}

{/recurringDonor}

{^recurringDonor}

This donor is not currently enrolled in recurring giving.

{/recurringDonor}

Notes & Follow-Up

Last Contacted: {lastContactDate}

Next Follow-up: {nextFollowUpDate}

Staff Responsible: {assignedStaff}

Additional Notes:
{additionalNotes}

This document template includes dynamic placeholders for automated document generation with Documentero.com. Word Template - Free download

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Populate templates with your data and generate Word (DOCX) or PDF documents using data collected from shareable web Forms, APIs, or Integrations.

Use Cases

Automate Donor Contact Sheet Using Forms

collect donor contact information via web form to generate donor contact sheet
build fundraiser sign-up form to create donor records automatically
use shareable form to capture donor communication preferences and generate contact sheet
create online donation form that populates donor giving details into a generated contact record
enable volunteers to input donor outreach notes for automatic contact sheet generation

Generate Donor Contact Sheet Using APIs

generate donor contact sheets from CRM data via API
trigger donor profile generation from donation platform using API
create donor contact documents via API using data submitted from mobile fundraising app
automatically generate PDF donor contact sheets from donor tracking software via API call
use API to generate personalized donor contact sheets after online donation completion

Integrations / Automations

automatically generate donor contact sheet from Google Sheets donor list using Zapier
generate donor profile document when a new contact is added in Salesforce via Make
use Zapier to create PDF donor contact sheet when a new donor is added to Mailchimp
auto-generate donor contact sheet in Dropbox when a new JotForm submission is received
integrate Airtable with document generator to build donor contact sheets in real time

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