Tech Support for Major Gifts: Donor-management software can support your organization's processes.

By Amanda Mallinger Reinartz

In a Nutshell

Your organization’s mission and processes and your major prospects’ timelines and desires — not your software — should drive your major-donor cultivation efforts. A good software program should:

1. Support your efforts by providing ways to rate and identify prospects based on past performance.

2. Enable you to record extensive information about major-gift prospects.

3. Track the various relationships your prospects have with others involved with your mission.

4. Associate account managers with major-gift prospects.

5. Support account management through standard reports and automatic reminders for appointments you schedule.

6. Be flexible enough to handle updates and changes to strategy, cultivators, research, level of interest, etc.

7. Not force you into a predetermined timeline for scheduling appointments, promoting interest levels and building each strategy to mimic that of other prospects.

Nonprofit organizations, recognizing that their donors are what fuels their missions, want to make the most of the donors and prospects they have, add new prospects, convert prospects into lifelong donors, and help existing donors recognize their potential within the organization. For many organizations this means implementing and nurturing a major-gifts program.

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