Stewardship layer · Ship 5e

Touchpoint 1 · gift received

Thank-you email within 24 hours of gift

Room C

email · one_off_donor

Subject

Thank you — from all of us at Life Without Debt

Body preview

Dear {first_name},

Thank you. Your gift of {gift_amount} was received on {gift_date} and receipted (receipt #{receipt_number}).

Every dollar of your gift goes to fund licensed financial counsellors working with creditors on behalf of terminally-ill Australians. LWD does not itself negotiate debts — we engage licensed financial counsellors under NCCP s.29, and your gift lets us do that at no cost to the beneficiary.

We will write to you again at the 30-day mark with an update on how gifts rece…

{first_name}{gift_amount}{gift_date}{receipt_number}

tax_receipt_pdf Clauses: cl.4, cl.7, cl.20, cl.33 steward-t01-thank-you-24h

Touchpoint 2 · 30 days after

Welcome pack email at day 7

Room A

email · one_off_donor

Subject

Where your gift lives — the House of LWD

Body preview

Dear {first_name},

A week ago you gave to Life Without Debt. This is where your gift lives.

LWD is structured as 8 "Rooms" — each Room is a distinct beneficiary or supporter class governed by our Constitution (cl.4 scope, cl.4(a) three-limb test, cl.4(b) sufficient class). Your gift, in Room C (family financial-distress relief), joins other gifts to fund licensed financial counsellor engagements under NCCP s.29.

We think you should see the structure. Attached is our Constitution and the House…

{first_name}

constitution_pdfhouse_of_lwd_one_pager_pdf Clauses: cl.4, cl.4(a), cl.4(b), cl.5, cl.7, cl.33 steward-t02-welcome-pack-d7

Touchpoint 3 · 90 days after

Upgrade-to-monthly ask at day 90

Room D

email · one_off_donor

Subject

A quiet ask — would $10/month work?

Body preview

Dear {first_name},

Ninety days ago you gave {gift_amount} to LWD. In the time since, gifts from that cohort have funded {counsellor_engagements} financial-counsellor engagements — free to beneficiaries — under NCCP s.29.

We are asking a small group of one-off donors if a monthly gift would work. Not because monthly is better — one-off gifts are equally welcome — but because a predictable base lets us commit to counsellors on longer engagements.

If yes: $10/month, cancellable anytime, one emai…

{first_name}{gift_amount}{counsellor_engagements}

Clauses: cl.4, cl.5, cl.7, cl.33 steward-t03-upgrade-monthly-d90

Touchpoint 4 · fy end july

Consolidated tax receipt at 30 June FY close

Room A

email · one_off_donor

Subject

Your LWD giving summary — FY {fy_year}

Body preview

Dear {first_name},

Attached is your consolidated LWD giving summary for the {fy_year} financial year.

Total gifts received: {total_amount}
Receipt numbers: {receipt_numbers}
Endorsement status: DGR-1 endorsement pending with the Australian Taxation Office. Once endorsed, gifts and bequests to LWD will be tax-deductible per ITAA s.30-45.

General information only. Please seek independent legal and tax advice about your particular circumstances.

Attached: consolidated PDF receipt suitable for y…

{first_name}{fy_year}{total_amount}{receipt_numbers}

consolidated_tax_receipt_pdf RG 96.62 hedge Clauses: cl.7, cl.20, cl.33 steward-t04-tax-receipt-fy

Touchpoint 5 · quarterly

Quarterly impact report

Room X

email · monthly_donor

Subject

One quarter of LWD — the numbers, the composites, the gaps

Body preview

Dear {first_name},

Every quarter we share three things:

1. The numbers.
   Gifts received: {gifts_received} · Counsellor engagements funded: {engagements} · Cases closed with hardship variation, waiver, or arrangement: {cases_closed}. Ratios and unit economics attached (impact_report_pdf).

2. A composite.
   Room X composites are storytelling drawn from many cases, with no single beneficiary identifiable. We do this because 100% of beneficiaries are terminally ill and consent standards must b…

{first_name}{gifts_received}{engagements}{cases_closed}{what_did_not_work}

impact_report_pdfroom_x_composite_pdf Clauses: cl.4, cl.5, cl.7, cl.33 steward-t05-quarterly-impact

The 5-touch donor stewardship layer