Major Donor Survey Program

major donor surveyThere is almost unlimited potential to increase the annual giving from a large portion of an organization’s file. Our Major Donor Survey Program targets not only $500+ or $1000+ donors – the typical segments for major donor upgrade – but also those donors who have demonstrated an ongoing commitment to an organization and may have potential beyond the modest gifts they have historically made.

The Major Donor Qualification Program is a customized, high-touch approach that uncovers your best prospects through a structured discovery conversation.

This powerful dialogue identifies donors who are financially capable of a making a major gift and assesses their readiness to do so.

  • We tailor our structured conversation to your organization’s culture and donor expectations.
  • Our Donor Relationship Managers (DRMs) contact prospects from your list and guide them through a decision tree to learn how they feel about their philanthropy, both generally and specifically to your organization; their family circumstances; and their finances.
  • We also gather and provide useful information on major life changes and interests that will help your fundraisers continue the conversation and close the gift.

Once you know the donor rating and interest, your major gifts fundraisers can talk 
to the right people, at the right time, in the right way.