Major Giving Tools in DonorPerfect

FUND YOUR MISSION WITH MAJOR GIFT FUNDRAISING

Major Giving Tools in DonorPerfect

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DonorPerfect gives you the tools to build, manage, and grow a successful major giving program. From identifying new prospects to personalizing outreach and automating follow-up, you’ll strengthen donor relationships that lead to transformational gifts.

Major giving features

Donor Journeys

Automate engagement that supports long-term donor relationships

  • Design lifecycles tailored to donor stages—acquisition, upgrade, retention, or reactivation

  • Welcome new prospects and deepen their interest over time

  • Nurture loyal donors into major gift prospects with targeted messaging

  • Monitor engagement to identify who’s ready for one-on-one outreach

Prospect research

Surface high-capacity, high-interest supporters

  • Use DonorSearch to access real estate, charitable giving, stock holdings, and more

  • Discover thousands of potential donors outside your existing network

  • Filter and segment by giving capacity or predicted gift likelihood

  • Flag top donors, loyal givers, and those ready to engage

Moves Management

Turn major gift outreach into a focused strategy

  • Build structured cultivation plans for major donors and prospects

  • Assign and schedule tasks like calls, emails, and meetings

  • Track touchpoints, outcomes, and follow-up steps in one place

  • Stay on track with customizable alerts and reminders

Insightful reporting

Refine your fundraising strategy based on real-time insights

  • Analyze major giving plans using built-in and custom reports

  • Compare performance across teams or strategies

  • Track cultivation activity, giving outcomes, and progress

  • Use giving and engagement trends to inform your next big ask

Donor stewardship

Deepen relationships with consistent, meaningful engagement

  • View complete donor histories and lifetime giving totals at a glance

  • Log notes, calls, meetings, and gifts in one centralized record

  • Use SmartActions to flag key milestones, major gifts, and donor activity

  • Set reminders to follow up after important interactions

Donor segmentation

Target the right donors with the right message

  • Group donors by giving history, capacity, or engagement

  • Filter records using wealth ratings or predictive giving scores

  • Save and reuse dynamic segments for campaigns or appeals

  • Personalize communications to speak directly to donor interests

Thank you for making our fundraising that much easier!” 

- Carol H., Administrative Assistant

Learn More about Major Giving Tools in DonorPerfect