How to Know if Your Prospect is a Major Donor

Key Takeaways:

  • Qualification: The Key Step in Moves Management

    • Qualification determines suitability for major gifts and ensures a strong pipeline.

    • Focus on donor inclination, ability, access, and willingness to engage.

  • The Ideal Qualification Meeting

    • Part 1: Understand donor interests, values, and causes they support.

    • Part 2: Learn about their giving preferences and expectations for engagement.

    • Part 3: Explore their philanthropic motivations and decision-making processes.

    • Part 4: Ask qualification questions to gauge interest in further involvement.

  • Efficient Major Donor Cultivation

    • Save time by targeting highly engaged donors.

    • Build relationships through meaningful and personalized engagement strategies.

  • Strategies for Identifying Major Donors

    • Use moves management techniques to accelerate major gift asks.

    • Aim for a qualification success rate of 10% for realistic pipeline growth.

Jared Lyons

Jared’s background is in sales and marketing in both the Saas and Fintech industries. He provides an expanded level of support in business growth and development in onboarding new client philanthropy initiatives to ensure maximum financial results from the outset.

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How to Consistently Share Impact with Your Supporters

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Securing 6-Figure Donations for Your Organization