Tech Support for Major Gifts

Complement: Identifying an account manager makes the built-in reporting, filtering, scheduling and querying features of donor-management systems most useful from the vantage point of major-donor cultivation.

Process: Plan ahead

Cultivating major donors cannot be done haphazardly. Stick to the processes your organization recommends, but be flexible. And remember that in an ongoing major-gifts program, cultivation happens on your prospect's timeline, not yours, and certainly not your software's.