Free · Certificate included
Major Gift Basics
Identify, cultivate, and close transformational gifts from major donors.
What you’ll learn
- Identify and qualify major gift prospects using capacity and affinity
- Run the five-stage moves-management cycle for each prospect
- Build a cultivation plan that earns trust before the ask
- Make a confident, specific, in-person major gift ask
- Engage your board as door-openers and stewards
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Create a free account →Course outline
- 1
What counts as a major gift?
A major gift is one of the largest contributions an individual donor makes to your organization — large enough that it deserves personal, one-to-one attention…
5 min Quiz - 2
Finding prospects: capacity and affinity
A prospect is someone who might become a major donor.
6 min Quiz Interactive - 3
The moves-management cycle
Moves management is the discipline of guiding each prospect, intentionally, through a series of "moves" — actions that deepen the relationship — toward a gift and beyond.
7 min Quiz Interactive - 4
Qualifying and cultivating: building the relationship
Qualifying is a reality check. Before you invest months in cultivation, confirm that a prospect actually has capacity, inclination, and readiness. The cheapest way…
6 min Quiz Interactive - 5
Understanding donor motivations
People do not make transformational gifts because your spreadsheet needs them to.
5 min Quiz - 6
Making the ask in person
The solicitation is the moment everything has been building toward — and it is almost always done in person (or, when necessary, by video).
7 min Quiz Interactive - 7
Stewardship and the role of the board
Stewardship is everything you do after the gift to honor it: a prompt, personal thank-you; a clear report on the impact their money made; and ongoing connection…
6 min Quiz Interactive
Sources & further reading
- Association of Fundraising Professionals — Fundraising Effectiveness Project — 76/4, 89/14, 96/33: The New Fundraising Rules You Need to Know
- CCS Fundraising — Five Steps to the Big Ask: How to Prepare Donors to Receive a Big Gift Request
- Bloomerang — A Beginner’s Guide to Moves Management for Nonprofits
- DonorSearch — Wealth Screening: Why It Matters & How to Get Started
- Association of Fundraising Professionals — Climbing the Pyramid: Unlocking Donor Motivation with Maslow
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