Give and Take

Research group sitting at table reviewing data
Prospecting
Joe Garecht

How to Identify and Qualify Major Donor Prospects Using Data-Driven Research

Discover how nonprofits can use data analytics to secure major gifts by identifying high-potential donors. This guide explores wealth screening, engagement metrics, and AI tools to gauge donor capacity and affinity effectively. Learn to centralize data, prioritize leads, and develop strategic outreach plans, ensuring efficient use of resources. By combining insights from financial indicators and personal involvement, nonprofits can build robust donor relationships and maximize fundraising success.

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Writing a letter or note
Planned Giving
Viken Mikaelian

CEO Note

If my name were in your database, it would be flagged as an ideal planned giving prospect. Why? I’m over 60. I own a business and real estate (which can be planned gifts). I have no kids. I give annually to a number of charities.

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Empty shoes depicting missing deadbeat donor
Prospecting
Viken Mikaelian

Dealing With the Donor Who does Not Show Up

Congratulations! You secured the biggest donation of your career! Your passionate presentation aligned perfectly with the donor’s desire to do some good. But a month later, your cheesy grin has melted. Deidre hasn’t paid up.

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Win-Win Presentation
Fundraising Strategy
Samantha Ganser

Minor Steps, Major Wins: Securing Major Gifts through Planned Giving

It may be clear that planned giving is worth the time and investment. But how does one begin to develop a planned giving program that will lead to major gifts down the line? Can receiving planned gifts and eventually, major gifts, actually be that straightforward? Here are some simple steps for building a planned giving program that will allow your nonprofit to win big in the future.

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