Funding & Story

Your biggest donors get mass appeals.

"Our biggest donors hear from us through mass appeals. I don't have a written next step for any of them."

You know who the top twenty-five are. You could probably name what each of them cares about. What you do not have is a written next step for any of them, and that is the whole gap.

If nothing changes

What this costs you.

Major donors retain best of any segment — and are lost to neglect, not dissatisfaction.
A single relationship carried by one departing staff member walks out with them.
You ask when you need money rather than when they are ready.
The gift that would have transformed a programme goes somewhere better organised.

What we do

Major Donor Relations

Major gifts are a portfolio of relationships, not a channel. We build the list, the moves, and the monthly rhythm — and coach you through the conversations that decide the year.

Benchmark worth knowing: donors giving $50K+ retain at 56.6% — the highest of any segment. Neglect, not dissatisfaction, is what loses them.

The plan

Three steps.

Build the portfolio

Top twenty-five, with capacity, affinity, and calling documented for each.

Assign the moves

A written next step per donor, reviewed monthly. Not a campaign — a rhythm.

Coach the conversation

We prepare you for the specific asks that decide your year, and debrief them afterwards.

What you get

Concretely.

Top-25 portfolio with individualized next moves
Monthly moves-management review
Cultivation and solicitation strategy per donor
Proposal and impact-reporting templates
Coaching for the ask conversation itself

What changes

On the other side.

Every major relationship has an owner and a next step, and the asks that decide your year are made in season rather than in panic.

Is this your constraint? → Read the moves management guide →

Six minutes, free, and you keep the results either way.