Your manager called—she wants a list from you for the next big fundraising campaign. As far as details, that’s about all you’ve been given. Sound familiar?

At times we’ve all been left without crucial information. What’s our goal with this project? Who should definitely be included in the list? Are we sending it just executive directors or every single contact we have from that organization?

The missing pieces are easy to answer, yet often left out. That’s why we created a list-pulling worksheet for your organization to use the next time you have multiple people working on a project. Simply print it out and fill it in before you ask somebody to pull you a list from your donor database. It should only take a few minutes to fill out and can help streamline your list-pulling process.

Print the List-Pulling Worksheet

Plus, check out more donor management tips and tricks before you pull your next campaign list.