Lapsed Donor Reactivation Outreach Log

Tracks outreach to donors who have not given in 13 to 24 months, including reactivation channel, attempt details, and result for annual fund recovery efforts.

Donor Segment

• Donor ID
  Internal donor record identifier. Avoid entering unnecessary PII.
• Lapse Range
  Select the donor's time since last gift.
• Campaign Name
  Optional campaign or appeal name associated with the outreach.

Outreach Attempt

• Attempt Date
  Date the outreach attempt was made.
• Attempt Number
  Number of this outreach attempt for the donor.
• Reactivation Channel
  Primary channel used for this outreach attempt.
• Other Channel Details
  Specify the outreach channel if 'Other' was selected.
• Outreach Notes
  Brief notes about the message, ask, or stewardship context. Do not include sensitive personal data unless necessary.

Result and Follow-Up

• Attempt Result
  Select the outcome that best matches the outreach attempt.
• Donor Reactivated?
  Check if the donor made a new gift or confirmed renewed engagement.
• Next Follow-Up Date
  Planned date for the next outreach or stewardship action.
• Follow-Up Owner
  Team member responsible for the next action.

Consent and Audit Trail

• Contact Permission Status
  Current permission status for donor contact.
• Consent Notes
  Record any relevant consent or suppression details. Keep PII to the minimum necessary.
• Recorded By
  Name or system user who created this log entry.
• Recorded At
  Timestamp for the audit trail.