Maximizing Major Gifts

Step 1: Identifying Major Donor Prospects

The first step in major gift fundraising is pinpointing the high net worth individuals in your donor database who have the capacity to make a major financial contribution. DonorPerfect makes it easy to screen your donors for major gift potential:

• Use the DonorSearch integration to uncover donors’ wealth indicators like real estate holdings, stock ownership, political giving, and charitable contributions to other organizations. This data syncs seamlessly with your DonorPerfect records. 
• Run key reports like the Top Donor Listing report to see who your most generous supporters are. The Giving History report also reveals loyal donors who have given consistently over many years.
• Set up Wealth Rating fields to assign major gift potential scores to donor records based on the wealth screening data. This allows you to quickly filter your database for top prospects.

Step 2: Developing Moves Management Plans

Once you’ve identified a group of major donor prospects, the next step is creating individualized “moves management” plans to cultivate each one. A moves management plan lays out the specific timeline of touches and appeals tailored to each major donor.  

In DonorPerfect’s Moves Management module, you can:

• Create a plan with an overall fundraising goal and timeline
  
• Define up to 60 custom “moves” or actions, such as phone calls, meetings, tours, event invites, appeals and more
  
• Assign moves and due dates to different staff 
  
• Track the status and outcome of each move

Having a moves management plan ensures no major donor falls through the cracks and that your team is strategically moving them towards a major gift.

Step 3: Tracking Major Donor Relationships

Staying on top of your major donor relationships is key to keeping them engaged with your mission. DonorPerfect provides a 360-degree view of all interactions with each major donor prospect:

• Easily see a donor’s lifetime giving total as soon as you open their record
• Review their complete donation history and all “moves” logged for that donor
• Set up SmartActions that alert your team whenever a major donor makes a gift or reaches a giving milestone 
• Schedule contacts, meetings, and reminders that sync with your Outlook or Google calendar

With all major donor data centralized in DonorPerfect, your entire team can work together to provide major donors with great stewardship.

Step 4: Leveraging Moves Management Reports

The Moves Management module includes several useful reports to analyze your major gift fundraising efforts:

• Moves Management Campaign Analysis shows the overall results for each plan, including money raised, largest gifts, and completed moves 
• Moves Management Campaign Comparison allows you to compare performance across multiple plans
• Closed Actions report provides a detailed look at all completed moves within a plan

Review your Moves Management reports regularly to see what’s working, spot potential issues, and refine your major donor cultivation strategies over time. Measuring and improving your moves management process will ultimately lead to more major gifts.

Inspiring major donors to give isn’t easy, but having the right tools makes a big difference. With DonorPerfect’s Moves Management module and major donor reports, you’ll be able to identify your best prospects, create strategic cultivation plans, provide great stewardship, and maximize major gift revenue to fuel your mission. Any nonprofit looking to increase major giving needs to leverage the power of moves management – and DonorPerfect provides everything you need for success.