Major Donor FundraisingMajor Gift Officer Wealth Intelligence & Meeting Briefing Builder
Increases average major gift ask conversion rates by 35% and eliminates hours of manual prospect wealth screening.
The work todayWhere the friction starts
Major Donor Fundraising teams lose time and context when this work depends on inboxes, portal hopping, spreadsheets and individual memory.
The workflow is fragmented across systems and people, creating coordination load, inconsistent handoffs and late exceptions.
The intended improvementMore room for your expertise
Increases average major gift ask conversion rates by 35% and eliminates hours of manual prospect wealth screening.
An intended benefit from the solution library. Validate it against your own process before implementation.
What this could look like
These illustrative stages describe a possible setup. They are not active capabilities or confirmed connections to your business.
Gather the request
Scans donor CRM interaction history, public SEC insider stock sales, real estate records, and foundation giving filings.
Prepare the information
Evaluates donor capacity, past philanthropic giving affinity, and personal passions to suggest optimal gift ask amounts.
Human approvalHuman review
Gift officer reviews the 1-page briefing dossier before meeting the donor and selects strategic conversation hooks.
Approved next action
Updates Raiser's Edge / Salesforce donor pipeline records and drafts post-meeting personalized stewardship letters.
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