Major Gifts Implementation

POWER UP individual donor giving

 

Through a mix of worksessions and weekly meetings, our experts guide your team through the big-picture thinking and the nuts-and-bolts tasks that will transform your fundraising systems from an address book to a powerful relationship management tool.

 

Typical projects include:

  • Integrate wealth data and design prospect pipelines
  • Segment donors to keep staff focused on major donor gift prospects
  • Standardize workflow and reports for major donor cultivation, solicitation, and stewardship
  • Align fundraising reports with financial reports, projection, and goals

 

Monthly Retainer fees range from $1,000-$1,700, and a four-month project duration is typical for this service package

Explore which retainer structure works best for your organization.

 

 

Joanna worked with my development team to build a sustainable major gifts program… the database tools we now use as a part of our weekly workflow has resulted in a significant and positive impact on our ability to fundraise successfully.

Director of Development, Human Services Organization

 

Joanna worked with my development team to build a sustainable major gifts program… Her guidance and instruction allowed our team clear direction for implementation and defined process strategy around workflow in a small nonprofit environment. With limited time and resources, the database tools we now use as a part of our weekly workflow has resulted in a significant and positive impact on our ability to fundraise successfully.

Director of Development, Housing Program