IDEA launch
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IDEA
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Donor Relations
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12
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Donor Relations
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0/6
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Segment donor file (top/major, recurring, active, lapsed, first-time, institutional, event-based)
1/3
Donor Relations
OS
BS
High
Not Started
Jul 22 – Aug 10, 2026
Send calendar — single doc, suppression rules, veto authority designated
Donor Relations
BS
Bushra Salah
High
Not Started
Jul 22 – Aug 10, 2026
Draft recurring-donor continuity message (no action required unless reauth necessary)
Donor Relations
Assign
High
Not Started
Jul 31 – Aug 17, 2026
Prepare personalized CEO outreach package for top donors
Donor Relations
OS
Omar Salah
High
Not Started
Aug 17 – 24, 2026
Update call-center and Donor Stewardship Services scripts
Donor Relations
Assign
High
Not Started
Aug 7 – 24, 2026
Create donor escalation paths for legal, account, restricted-fund, zakat, and payment questions
Donor Relations
Assign
High
Not Started
Aug 15 – 24, 2026
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Controlled Transition
0/2
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Call-center rehearsal (scripts, escalation, Q&A practiced)
Donor Relations
Assign
High
Not Started
Aug 20 – Sep 7, 2026
Top donor pre-briefs — CEO personal outreach (letter + optional calls/visits)
Donor Relations
OS
Omar Salah
Critical
Not Started
Aug 25 – Sep 7, 2026
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Stabilize
0/3
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Donor attrition monitoring — daily (first 21 days), then weekly
Donor Relations
OS
Omar Salah
High
Not Started
Aug 31 – Sep 14, 2026
Support ticket taxonomy tracking ('why the change', EIN, donation safety, lawsuit)
Donor Relations
Assign
High
Not Started
Sep 2 – 14, 2026
Major donor in-person visit schedule
Donor Relations
OS
Omar Salah
High
Not Started
Sep 26 – Oct 15, 2026
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