Add new donor plans to your donor database

Donor plans go unrecorded when donation entries aren't captured, creating stewardship delays. Add donor plans to your workbook so fundraising staff can act on gifts same day.

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Overview

When donation plans aren't logged, stewardship and reconciliation stall; this workflow captures each new or updated plan into your central workbook so fundraising staff always have complete records. That reduces manual imports and makes gifts actionable the same day.