Stewardship 'Dividend' Impact Report Template (Donor Retention Report)
A donor-facing impact report reframed as a 'dividend statement' — showing supporters the concrete return their retained giving produced (acres, restored river miles, policy wins) to drive the next renewal.
Draft: pending review
This starter document is signed off by a CFRE reviewer before it ships. The guardrails below define that review.
What’s inside
- Report skeleton with 'your dividend' framing: outcomes-per-supporter and cumulative impact
- Restricted-fund reporting blocks showing designated dollars spent on their stated purpose
- Metric and claims-substantiation table linking every headline number to a documented source
- Honest-caveat language pattern for uncertain or long-horizon ecological outcomes
Legal & ethical guardrails
The sector-specific compliance points this document must honor.
- Every claim (acres 'saved,' carbon sequestered, species 'recovered') must be substantiated and caveated — avoid overstating durability
- Restricted-gift accountability: reporting must show designated funds were used for their stated purpose
- Prior matching/attribution claims must reconcile with what actually happened (a match that fell through can't be reported as delivered)
- Cumulative-impact figures must not double-count across years or co-funders
Held for professional review.
The native DOCX and full working text ship only after sign-off by a CFRE reviewer on this exact version. The summary and review requirements remain visible in the meantime.
Not legal advice. Not legal, tax, or accounting advice. The Fundraising Co. provides educational fundraising materials and is not a law firm; nothing here creates an attorney–client relationship or substitutes for advice from professionals licensed in your jurisdiction. Laws and IRS rules vary by state and change over time. Review every document with qualified counsel before use.