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Planned Giving Boot Camp
for Major Gifts Officers

Planned Giving Marketing Solutions

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Attend The Planned Giving Boot Camp and see your career soar.

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Over 50 free and 278 premium planned giving downloads.

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If you serve the Major Gifts and Planned Giving World, get listed and increase your visibility.

Planned Giving Pocket Guide
for Professional Gift Planners

This is the "insider’s guide" to what planned gifts can do for your donors and for your organization.

Planned Giving Pocket Guide
for Major Gifts Officers

Any planned gift is a major gift. Everyone on your team should know planned giving.

Planned Giving Pocket Guide for Board and Philanthropists

Show donors and advisors how planned gifts work. Distribute at events or use as follow-up.

conducting research on major donor prospects

Conducting Major Donor Prospect Research 

Major donor prospect research is a building block of a well-formed fundraising strategy. The goal for nonprofits is to secure major donations, which are the lifeblood of any nonprofit organization.   To do this, it is crucial that precious time is not wasted on leads that fizzle out. Ensuring that you are focusing your efforts on prospects that are likely to financially contribute to your cause will help cut costs and time, ushering you to the fundraising endgame sooner.   However, major donor prospect research is a much more detailed process than many new fundraisers realize. You cannot rely on gut feelings or a small amount of information. Major donor prospect research runs deep and is an involved process. There is a specific set of steps that will lead you down the path to securing a large donation.   What Is Major Donor Prospect Research?  Major donor prospect research is the foundational inquiry on which you will base your future fundraising strategy. This type of work digs deep into personal histories and financial track records. You get to know information about prospects that most people never know, and you make a calculated decision about whether cultivating a prospect appears lucrative or not.    While

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Welcome to The Top 5%

Here we are, wrapping up yet another year and facing a new one. This is the perfect time to set goals for the year ahead. (Actually, I happen to think anytime is a good time to set goals, but a lot of people seem to be motivated by the new year.)

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email marketing

E-mail vs. Direct-Mail Fundraising 

Choosing a method of marketing communication is a foundational layer of a strong nonprofit marketing strategy. In the past, major gifts officers relied heavily on direct-mail fundraising as a form of communicating with donors.

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Every planned gift is a major gift. Get educated today.