Are You Building Donor Relationships—or Just Managing Data?

Fundraisers like you are juggling receipts, reminders, campaigns, and connections. But where does stewardship really stand in your day-to-day? The Smart Steward Assessment helps nonprofit teams identify:

• The tools they use (and how well they’re working)
• How much of their donor journey is automated
• Where they can save time and deepen relationships

📊 What You’ll Get:

After the short survey, you’ll receive a personalized report including:

✅ Your Stewardship Level

Are you just getting started, gaining momentum, or scaling with intention? We’ll show you where you’re at.

✅ Actionable Next Steps

Tailored recommendations on tools to consider, automation opportunities, and ways to streamline stewardship.

✅ Curated Resources

Helpful guides and templates to implement smarter systems right away—no guesswork needed.

💡 Why It Matters:

Donor stewardship isn’t just about saying thank you—it’s about building trust at scale. This assessment helps you take a step back, evaluate what’s working, and find small changes that make a big impact.

Ready to See Where You Stand?

Just 3 minutes. No cost. Big clarity.