Annual fund to major gifts — building the donor pipeline and closing the ask.
4 AI translations · Non-Profit & NGO
Build and work the prospect pipeline — identify potential major donors, research their capacity and affinity, assign them to gift officers, and track every cultivation touchpoint in the CRM. Run wealth screening on your database. Manage the moves management process: identification → qualification → cultivation → solicitation → stewardship. The development director lives in the CRM, tracking 100+ prospects across different stages, trying to get the board to open their rolodexes, and figuring out which $1,000 donor is actually a $100,000 prospect.
Run the annual fund campaign — direct mail, email appeals, phone-a-thons, giving days, and year-end pushes. Fight the national average donor retention rate (a significant proportion). Segment the database for targeted appeals. Track LYBUNT and SYBUNT lists religiously. Manage donor acknowledgment — thank-you letters within 48 hours, gift receipts, and the stewardship touches that keep donors giving next year. The annual fund is the engine, and retention is the fuel.
Manage a portfolio of 100-150 major gift prospects through the cultivation cycle — identification, qualification, cultivation, solicitation, and stewardship. Track moves management metrics, visit goals, and pipeline value. Navigate the balance between relationship depth and portfolio breadth.
Run annual fund campaigns across mail, email, digital, and phone channels. Manage mid-level donor programs ($1,000–$10,000) that bridge between mass annual giving and major gift cultivation. Track donor retention, upgrade rates, and acquisition cost by channel.