Major Giving Tools in DonorPerfect
FUND YOUR MISSION WITH MAJOR GIFT FUNDRAISING
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DonorPerfect gives you the tools to build, manage, and grow a successful major giving program. From identifying new prospects to personalizing outreach and automating follow-up, you’ll strengthen donor relationships that lead to transformational gifts.
Major giving features
Donor Journeys
Automate engagement that supports long-term donor relationships
- Design lifecycles tailored to donor stages—acquisition, upgrade, retention, or reactivation
- Welcome new prospects and deepen their interest over time
- Nurture loyal donors into major gift prospects with targeted messaging
- Monitor engagement to identify who’s ready for one-on-one outreach
Prospect research
Surface high-capacity, high-interest supporters
- Use DonorSearch to access real estate, charitable giving, stock holdings, and more
- Discover thousands of potential donors outside your existing network
- Filter and segment by giving capacity or predicted gift likelihood
- Flag top donors, loyal givers, and those ready to engage
Moves Management
Turn major gift outreach into a focused strategy
- Build structured cultivation plans for major donors and prospects
- Assign and schedule tasks like calls, emails, and meetings
- Track touchpoints, outcomes, and follow-up steps in one place
- Stay on track with customizable alerts and reminders
Insightful reporting
Refine your fundraising strategy based on real-time insights
- Analyze major giving plans using built-in and custom reports
- Compare performance across teams or strategies
- Track cultivation activity, giving outcomes, and progress
- Use giving and engagement trends to inform your next big ask
Donor stewardship
Deepen relationships with consistent, meaningful engagement
- View complete donor histories and lifetime giving totals at a glance
- Log notes, calls, meetings, and gifts in one centralized record
- Use SmartActions to flag key milestones, major gifts, and donor activity
- Set reminders to follow up after important interactions
Donor segmentation
Target the right donors with the right message
- Group donors by giving history, capacity, or engagement
- Filter records using wealth ratings or predictive giving scores
- Save and reuse dynamic segments for campaigns or appeals
- Personalize communications to speak directly to donor interests
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