Using Data to Build a Major Gift Portfolio

Sophisticated databases and wealth screening tools make it possible to discover and target major gift prospects like never before. But often, the data can be overwhelming and organizations have a tough time interpreting and incorporating it into a solicitation strategy. In this guide, we’ll walk you through

What’s Included:

• How to make the best use of your internal data and wealth screening results to identify top prospects
• Determining which donors to target for discovery meetings,
• Stewarding previous major gift donors,
• Cultivating relationships between the prospect and your organization, and
• Preparing to solicit a prospect.