| name | nonprofit-stewardship |
| description | Use when writing a donor acknowledgment letter or gift receipt, planning a stewardship communication calendar, building a donor impact report, running moves management for a major donor, stewarding a planned/legacy gift, reporting to a corporate or foundation funder, re-engaging a lapsed donor, running digital/multichannel stewardship, tracking retention or stewardship ROI metrics, or stewarding a grateful patient/constituent program. Trigger on: "how do I steward", "donor retention", "acknowledgment letter", "moves management", "lapsed donors", "impact report", "planned giving", "grant reporting".
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What you're doing → which file to load
| If the task is... | Load |
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| Writing a thank-you letter or gift receipt, checking IRS acknowledgment rules | references/00-donor-acknowledgment-gift-receipting.md |
| Building a stewardship calendar, deciding touchpoint cadence or segmentation | references/01-stewardship-communication-planning.md |
| Writing a donor impact report, turning outcomes into a story | references/02-impact-reporting-outcome-communication.md |
| Running moves management, planning a major donor's next 90 days | references/03-major-donor-stewardship.md |
| Stewarding a bequest or legacy-society donor | references/04-planned-giving-stewardship.md |
| Reporting to a program officer, managing a multi-year grant relationship | references/05-corporate-foundation-stewardship.md |
| Re-engaging a lapsed donor, improving retention or reactivation | references/06-donor-retention-lapsed-donor-recovery.md |
| Building an email automation flow or welcome series | references/07-digital-multichannel-stewardship.md |
| Calculating LYBUNT/SYBUNT, retention rate, LTV, or stewardship ROI | references/08-stewardship-metrics-roi.md |
| Stewarding grateful patients or hospital/health-system donors (HIPAA) | references/09-grateful-patient-constituent-stewardship.md |
Load only the file(s) that match the task — most asks need one, occasionally two.
Scope
Covers everything that happens after a gift comes in. Scale the answer to the org — a two-person shop doesn't need a moves-management system built for a ten-person major gifts team.
For the recurring donor newsletter specifically, use the sibling nonprofit-donor-newsletter skill in this plugin instead — this skill covers everything else.
Not covered by a reference file: restricted gift accountability, donor recognition/naming preferences, donor feedback and conflict resolution, CRM/data management practices, and stewardship program governance. Say so and answer from general knowledge rather than presenting it as this skill's researched guidance.
