Major Gift Strategies

What are Major Donors?

Major donors are the individuals that give considerably to your organization. These donors give high dollar gifts and are valuable to the stability and growth of your organization. You may be asking how to find major donors and secure high dollar gifts. The first step is prospect research and wealth screening. Learning more about the donor before meeting and understanding their capacity to give helps as you begin a relationship. You can learn their interests and ultimately determine the amount to ask for. Beyond research there are other things you should consider with fostering relationships with major donors.

Major Gift Fundraising Best Practices

After major donor prospect research, it is important to cultivate the relationship with a donor by meeting with them. It could be over the phone or in person. Assigning a major gift officer to be the main point of contact for a donor is a best practice.

On how to improve major donors, another best practice is using a cloud-based database to collect and store information on the donor and plan future communications.

Major Giving CRM

A nonprofit CRM is a great way to record and track donor prospects wealth as well as plan different cultivation activities to build relationships. Creating a major donor profile template on a major gift donors profile can keep all learned information all in one place. When a major gift officer has a large portfolio of donors this is important. When a meeting is scheduled, the donors information will be available for review. Further, using moves management fundraising to track cultivation plans to make expanding portfolios easy.

Overall working on creating and building relationships with major donors to reach fundraising goals is easy when you use the Julep CRM database built for nonprofits. Julep is a fundraising platform that streamlines nonprofit management while helping you focus on what’s important — building and cultivating donor relationships.