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Has your organization been hit with the devastating news of federal funding cuts or eliminations? Are you concerned about the impact of this year’s economic slowdown on your fundraising? We understand the challenges you face in keeping your vital programs running during tough times.

Perhaps you have already been thinking about taking your individual fundraising efforts to the next level. If your fundraising efforts have primarily been transactional, now is the time to shift your focus toward building a sustainable individual giving and major gifts program.

This service may be for you if...

  • Your organization has a base of loyal donors who are ready to deepen their philanthropic commitment

  • Your organization is ready to focus on board development with an eye towards capacity building and attracting new individual donors 

  • You are an executive leader who is working without support from a senior fundraising professional 

  • You are a development leader who needs an experienced thought partner

Sign up for an informational meeting to learn if the Major Gifts Accelerator is right for your organization.

We will help you transition to a relationship-based fundraising model and equip you with the strategies, training, and tools to cultivate meaningful donor connections.

Major Gifts Accelerator (1)

What's Included

  • Wealth screening results of up to 1,000 donor records
  • Top 25 donor/prospect list with strategies (highlights 10 of your top donors and 5 priority donors for the ED/CEO’s portfolio)
  • Materials for three funding areas
    • Pitch Deck (PPT)
    • FAQs
    • Talking points for each funding area
  • Donor Communications Calendar
  • Individual Major Gifts Strategy for an upcoming event
  • Stewardship Plan
  • Monthly working strategy meetings (in addition to project check-in meetings)
  • Four Development Coaching Sessions (with options to add on)

Discovery Process may include a review of:

  • Staffing/Volunteer structure
  • Budget/Financial reports from the past three years
  • Development Plan/Event Calendar/Communications Calendar
  • Fundraising Operations
  • Three years of donor data
  • Current messaging


 
Wealth screening of up to 1,000 donors
Identification of the top 25 donor/prospect list as an outcome of wealth screening and discussion

 

Identification of up to three key areas of support for major donors (general operations + two more giving priorities personalized to your work):
  • Development of giving opportunities and key talking points 
  • Prospect strategies for up to 10 of your top donors, including solicitation targets. This includes the immediate next step and recommendations for up to three additional steps

 

Four coaching sessions to develop:
  • Recommendations for your donor communications calendar 
  • Individual major gifts strategy for an upcoming event
  • Stewardship planning
  • ED/CEO portfolio assignment list of up to 5 priority donors

Optional add-on: Ongoing Major Gifts Strategy Coaching

 

Next Steps

Click here to schedule time with Executive Vice President Jamie Klobuchar and learn more. If you have any questions, please email Jamie at jamie@evolvegg.com.