Major Gift Officer
Make solicitation asks and close gifts
What You Do Today
Prepare and deliver major gift solicitations—determining the right ask amount, timing, giving vehicle, and recognition. Handle objections, negotiate gift terms, and close commitments.
AI That Applies
AI recommends ask amounts based on capacity data and giving history, suggests optimal solicitation timing based on donor engagement patterns, and generates proposal documents.
Technologies
How It Works
The system ingests capacity data and giving history as its primary data source. The processing layer applies the appropriate analytical models to the structured data, generating scored outputs that surface the most actionable insights. The output — ask amounts based on capacity data and giving history — surfaces in the existing workflow where the practitioner can review and act on it.
What Changes
Ask amount recommendations and proposal preparation become more data-informed.
What Stays
The solicitation conversation—finding the right words, reading the donor's reaction, knowing when to be bold and when to back off—is the most human moment in fundraising.
What To Do Next
This section won't tell you what your numbers should be. It will show you how to find them yourself. Every instruction below produces a real, verifiable result in your organization. No benchmarks, no projections — just the steps to build your own evidence.
Establish Your Baseline
Know where you are before you move
Before adopting AI tools for make solicitation asks and close gifts, understand your current state.
Without a baseline, you can't measure whether AI actually improved anything. You'll adopt tools without knowing if they're working.
Define Your Measures
What to track and how to calculate it
Time per cycle
How to calculate
Measure how long make solicitation asks and close gifts takes end-to-end today, then after AI adoption.
Why it matters
The most visible improvement is speed. If AI doesn't save time, question whether it's adding value.
Quality of output
How to calculate
Track error rates, rework frequency, or stakeholder satisfaction scores before and after.
Why it matters
Speed without quality is just faster mistakes. Measure both.
Start These Conversations
Who to talk to and what to ask
your VP Operations or COO
“What data do we already have that could improve how we handle make solicitation asks and close gifts?”
They're prioritizing which operational processes to automate
your process improvement or lean lead
“Who on our team has the deepest experience with make solicitation asks and close gifts, and what tools are they already using?”
They understand the workflow dependencies that AI tools need to respect
a frontline supervisor
“If we brought in AI tools for make solicitation asks and close gifts, what would we measure before and after to know it actually helped?”
They see the daily reality that AI tools need to fit into
Check Your Prerequisites
Confirm readiness before you invest
Check items as you confirm them.