Major Gifts Infrastructure
SYSTEMS THAT MOVE DONORS FORWARD
Major gifts don’t succeed on instinct alone. They require the right systems, tools, and structure to support consistent, relationship-driven fundraising. Our Major Gifts Infrastructure work helps nonprofits build the foundation needed to identify, engage, and steward donors with intention. From portfolios and ask plans to cases for support and engagement tools, we create practical, repeatable systems that support long-term major gift growth and strengthen your fundraising program for the future.
WEALTH SCREEN
PORTFOLIOS
OUTREACH TOOLKIT
STEWARDSHIP
ASK PLANS
FUNDRAISER TOOLKIT
WEALTH SCREEN PORTFOLIOS OUTREACH TOOLKIT STEWARDSHIP ASK PLANS FUNDRAISER TOOLKIT
Major Gifts Infrastructure
6 MONTHS
This six-month engagement is designed to build the foundation of a strong, sustainable major gifts program. Together, we put the systems, tools, and structure in place so your team can move donors forward with clarity and confidence.
What to expect
Wealth Screening, Portfolio Analysis, & Ask Plans
Case for Support
Donor Outreach Toolkit
Stewardship Plan
Fundraiser Toolkit
Infrastructure Add-On’s
One-Pagers
Clear, donor-friendly one-pagers designed to support focused fundraising conversations. These pieces help you communicate specific funding opportunities with clarity, confidence, and consistency.
What to expect
Planned Giving
Corporate Partnerships
Program-Specific Funding
Onboarding & Transitions
Thoughtful onboarding and transition support designed to help fundraising leaders step into their roles with clarity and confidence. This work ensures strategy, systems, and expectations are aligned from day one as we hand off the infrastructure we built.
What to expect
Onboarding and transition support for Director of Development
Onboarding and transition support for Major Gifts Officer
Onboarding and transition support for Development Manager
Where Individual Giving Takes Root
Major giving is about more than revenue, it’s about relationships. When nonprofits invest in individual philanthropy, they create opportunities for deeper connection, shared purpose, and long-term support. This work is designed for organizations ready to prioritize individual donors as partners in their mission and future growth.