Major Gifts Momentum Builder
12-Mo engagement to build your Major Gifts Fundraising pipeline
Finding new donors is expensive. But what if your biggest funding opportunities were already in your network?
The Major Gifts Pipeline Accelerator helps small to mid-sized nonprofits build a sustainable major gifts program in 12 months. This structured engagement is designed to help nonprofits establish and grow their major gifts pipeline, providing them with the strategy, research, and outreach support needed to secure transformational gifts.
Key Components:
1. Donor Pipeline Analysis & Prospect Identification
Identify your best potential major donors hidden within your existing network.
Uncover donors with the capacity and inclination to give more—so you stop leaving money on the table.
Develop a tiered engagement strategy to move them toward transformational gifts.
2. Major Gifts Fundraising Strategy & Solicitation Materials
Craft compelling solicitation materials for major gifts fundraising that resonate with your donors (benefits program, pitch deck, one-sheets, etc.).
Develop a custom major gifts fundraising plan that aligns with your organization’s mission and capacity.
Define clear donor engagement pathways to increase gift sizes and donor commitment.
Evaluate and create a donor benefits package
3. Hands-On Coaching
Equip your team with the confidence and skills to solicit major gifts successfully.
Provide coaching on donor conversations, stewardship, and relationship-building so your donors feel valued, not solicited.
Support for board and leadership involvement in major gifts fundraising.
4. Systems & Processes for Long-Term Success
Establish a repeatable system for identifying and cultivating major donors.
Create donor tracking processes to ensure ongoing relationship-building.
Implement best practices for sustainable, long-term revenue growth.
Four Phases of the 12-Mo Engagement:
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Goal: Identify high-potential donors and assess major gifts opportunities within your existing network.
Kickoff & Goal Setting – Define revenue targets and organizational fundraising capacity.
Donor Database Audit – Analyze giving history to identify top donor prospects.
Wealth Screening – Pinpoint donors with the potential to give 10X more.
Major Gifts Fundraising Readiness Assessment – Evaluate current capacity, inclination to support a cause like yours, and past major gifts fundraising efforts.
Custom Major Gifts Roadmap – Create a step-by-step plan for donor cultivation and solicitations.
Quick Wins Strategy – Identify warm prospects for immediate outreach.
Key Deliverables:
Pipeline of top 20-50 major gifts prospects
Wealth Screen Rankings to identify additional prospects
Custom roadmap for donor engagement
Initial Major Gift Pipeline
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Goal: Develop a compelling major gifts case and engagement strategy that moves donors toward giving.
Solicitation Materials Development – Craft a powerful narrative that inspires larger gifts. Materials specific for major gift solicitations (benefits program, project/production sponsorship one-sheets, pitch deck)
Major Donor Segmentation – Categorize donors by capacity and engagement level.
Personalized Donor Engagement Plan – Outline strategies for cultivation, solicitation, and stewardship.
Board & Leadership Coaching – Guide leadership on how to support major gifts efforts.
Outreach Preparation – Draft initial conversation talking points, email templates, and meeting agendas.
Key Deliverables:
Finalized solicitation materials
Donor segmentation and engagement plan
Outreach templates and talking points
Leadership and board coaching
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Goal: Start engaging and soliciting major donors through structured conversations and asks.
Prospect Meetings Begin – Support leadership in having strategic conversations with key donors.
Relationship Mapping – Identify connections between your leadership staff and stakeholders and current and prospective donors.
Donor Cultivation Events – Plan small gatherings or virtual touchpoints to deepen engagement.
Major Gifts Coaching – Provide live coaching for donor meetings and solicitation strategies.
Major Gift Solicitations – Execute structured asks based on donor readiness.
Gift Closes & Stewardship Strategy Implementation – Ensure proper follow-ups and stewardship strategies that leave donors feeling appreciated.
Key Deliverables:
10-15 major donor meetings with warm prospects
Refined Major Donor Pipeline and Moves Management tracking system
Event planning guide for cultivation opportunities
Stewardship and follow-up strategy
Secure major gifts from major gifts prospects
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Goal: Continue to secure major gifts and implement a repeatable system for ongoing fundraising success.
Building a Sustainable Pipeline – Document and implement a process to continually identify and cultivate new prospects.
Major Gifts Growth Plan – Define next steps for ongoing revenue growth. Equip staff with tools, scripts, and systems to continue major gifts fundraising.
Key Deliverables:
Fully documented major gifts pipeline process
Finalized major gifts fundraising plan
Why This Works
Step-by-step implementation – We don’t just hand you a plan; we help you execute it.
Immediate wins + long-term growth – A mix of quick wins and scalable strategies.
Hands-on coaching – Ensuring your team has the skills and confidence to succeed.
Sustainable results – A repeatable system that continues beyond our engagement.
By the end of this program, your nonprofit will have a fully functional major gifts pipeline, capable of securing transformational gifts year after year.