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September 12, 2025 | Donor Retention, Major Donors, Thanking Donors

Major Donor Retention Tools: How to Build Relationships That Last a Lifetime

Major donors fund programs, open new opportunities, and make long-term growth for nonprofits possible. Keeping philanthropists engaged depends on thoughtful stewardship and a reliable nonprofit CRM to track every interaction and preference.

This guide shares four practical tools to help your team strengthen major donor relationships and build a sustainable major donor retention strategy.

What we’ll cover in this guide:

  • Understanding the importance of major donor retention
  • Implementing a moves management or donor journeys system
  • Creating meaningful donor experiences 
  • Offering recognition opportunities
  • Using technology for stewardship tracking

Let’s explore how a nonprofit CRM designed for major gift fundraising supports each of these practices.

Prioritize major donor retention to drive sustainable growth

Major donor retention strengthens your mission by preserving the relationships that drive your biggest impact. These donors often make up a small portion of your base but contribute a significant share of revenue. When they lapse, rebuilding that support takes time and resources.

Yet many organizations still prioritize acquisition over retention, despite the higher cost of finding new donors. Sustaining major donor support requires a consistent approach that blends stewardship and the right fundraising technology.

The following retention strategies can be connected to your donor management system to help your team stay organized, build trust, and keep major donors engaged year after year.

Moves management is the process of tracking, planning, and executing every interaction that moves a donor closer to deeper engagement and larger giving. For major donors, this process requires a level of personalization and consistency that can only be achieved with the right fundraising tools in place.

A moves management system typically includes:

  • Identification – Recognizing potential major donors through wealth screening, giving history, and engagement data
  • Cultivation – Creating opportunities for personal connection and mission immersion
  • Solicitation – Aligning your ask with the donor’s passions and capacity
  • StewardshipDemonstrating impact and ensuring ongoing gratitude

DonorPerfect’s donor journey mapping tools for nonprofits help you build personalized paths for major donors based on their interests, giving patterns, and engagement history. By assigning each donor a journey stage, your team can automate timely outreach, track progress, and guide every supporter toward deeper involvement.

graphic displaying the steps of the donor retention donor journey

When each touchpoint is intentional and tracked, you can ensure your stewardship is never left to chance. This consistency builds trust and drives repeat giving. A nonprofit CRM helps make these personalized strategies repeatable and reportable.

Are you ready for a deeper dive into major gift strategy?

Download the free Major Gift Fundraising Guide from DonorPerfect and DonorSearch. This resource includes practical examples and smart tools to help you identify, cultivate, and steward your top donors.

2. Create major donor experiences that foster community and loyalty

Retention strengthens when major donors see themselves as part of a community that shares their passion for your mission. When donors feel like insiders, with access to experiences and connections that deepen their commitment, they’re more likely to remain engaged year after year.

How to build this sense of belonging:

  • Giving societies and donor circles that recognize donors by giving level or mission area
  • Leadership councils or advisory groups that invite donors to offer insight and guidance
  • Exclusive events or briefings that give donors a closer look at your impact
  • Networking opportunities that bring supporters together around shared values

Donor retention research shows that loyalty grows when you track patterns by segment—like monthly donors, event donors, first-time givers, and more. Apply that same thinking to your major donor community, and you can shape benefits that truly resonate with each group.

Why donor retention is the key to growth in giving:

Donor retention remains one of the smartest investments your nonprofit can make, especially for major gift fundraising. Learn actionable strategies and practical tools to help you improve retention through timely thank-yous, monthly giving, and consistent outreach.

Watch this video to learn how small changes in stewardship can lead to long-term impact.

3. Recognize major donors in ways that reflect their values

While a timely thank-you note is essential, major donor recognition requires a more thoughtful and layered approach. The best recognition strategies align with donor preferences, reflect their values, and tie back to their impact on your mission.

Examples of major donor recognition that help grow retention:

  • Naming opportunities – Scholarships, programs, endowments, or physical spaces
  • Exclusive recognition events – Galas, leadership luncheons, or intimate donor appreciation dinners
  • Mission-based experiences – Private tours, student meet-and-greets, or behind-the-scenes access
  • Storytelling spotlights – Feature donors in newsletters, videos, or annual reports (with their permission)

Research in Your Donor Retention Toolkit shows that over 90% of donors say acknowledgment is considered critically important. Personalized and timely gratitude are core to your major donor retention strategy.

Some donors may love being spotlighted at a gala, while others prefer the intimacy of a handwritten note from your board chair. Every recognition moment should be part of a larger donor stewardship strategy, one that deepens trust, reinforces donor values, and supports long-term giving.

Pro tip: Pair recognition with impact. Donors stay when they see results—every recognition moment should include a reminder of the tangible difference their gift has made.

You can enhance your data by tracking donor preferences with custom fields in DonorPerfect, whether they prefer public recognition, private acknowledgment, or no recognition at all. This ensures you celebrate their generosity in the way that resonates most.

4. Leverage your nonprofit CRM to strengthen major donor stewardship

Retention starts with consistent communication, and technology keeps it on track.

Effective stewardship consistently meets three key expectations: 1) timely acknowledgment of a gift, 2) transparency around how it’s used, and 3) clear communication of its impact. When these elements are in place, donors are more likely to feel confident in the organization and continue their support over time.

A reliable donor management system helps you deliver that consistency. It makes it easy to track every touchpoint, personalize your outreach, and build trust over time. For major donors, this kind of follow-through is essential.

Many nonprofits organize stewardship around a simple cycle: Ask, Thank, Report, and Repeat. With the right nonprofit CRM, you can map this cycle into a donor timeline that includes gratitude, updates, engagement opportunities, and feedback, quarter by quarter.

A donor management system becomes your central hub for donor data, preferences, and communication history. It empowers your team to stay aligned, automate follow-ups, and ensure no major donor falls through the cracks.

Want to go deeper? Explore Your Donor Retention Toolkit by Pamela Grow and DonorPerfect. This resource is packed with step-by-step strategies for building donor trust, improving retention, and turning new supporters into lifelong partners.

Your Donor Retention Toolkit

Core nonprofit CRM capabilities for major donor retention

A powerful donor management system should help you:

  • Centralize donor records – Giving history, communication preferences, and relationships all in one place
  • Automate stewardship workflows – Reminders for thank-yous, task assignments, and renewal alerts
  • Track impact communications – Who received reports, when, and what response was logged
  • Measure retentionDashboards that track year-over-year giving and lifetime value

Pro tip: Keep donor retention front and center with real-time dashboards.

For example, DonorPerfect’s built-in fundraising dashboards give you a clear view of your fundraising performance and helpful reporting. Track retention rates, donor lifetime value, gift frequency, and more to identify at-risk donors and opportunities for growth.

Major donors serve as true partners—advocates, investors, and often legacy-builders who carry your mission forward. Retaining them requires an intentional blend of personalized stewardship, recognition, community-building, and reliable systems.

When nonprofit leaders and fundraisers combine these human-centered strategies with a strong donor management system, they build the infrastructure for long-term sustainability.

Ready to strengthen your major donor stewardship? DonorPerfect can equip your nonprofit with the fundraising tools to retain major donors, provide personalized experiences, and build lasting impact.

Frequently Asked Questions

1. What is the most important factor in major donor retention?


2. How do giving societies help with donor retention?


3. What role does technology play in retention?


4. How can nonprofits recognize donors who prefer privacy?


5. How often should major donors be stewarded?


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Chaz Runfola
Meet the author: Chaz Runfola

Chaz is a senior fundraising consultant dedicated to helping nonprofits achieve their missions. With more than ten years of donor engagement and fundraising experience, Chaz has led diverse development initiatives, with emphases on strategic donor communications and...

Learn more about Chaz Runfola