CRM and Letter Of Intent - Grants & Fundraising Brief

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CRM

Letter Of Intent

Turning One-Time Gifts into Multi-Year Commitments: Strategies for Major Donor Fundraising

Center for Major Gifts

FEBRUARY 12, 2025

Identifying Ideal Multi-Year Donor Prospects Start by analyzing donor data in your CRM, focusing on previous gift amounts, donation frequency, and known philanthropic interests. Formalizing the commitment through pledge agreements or letters of intent protects your organization and the donor.

Proposal

Proposal Fundraising Letter Of Intent CRM

Planned Gifts: A Quick Guide To Help Nonprofits Raise More

The Fundraising Coach

MAY 30, 2025

Use your CRM to identify loyal, long-term donors, particularly those over the age of 55. Many CRMs will offer wealth screening tools that can help identify prospects. Ask for feedback and use your CRM to track prospect growth, stewardship efforts, and marketing reach, allowing you to refine the program even as it grows.

CRM

CRM Pass-Through Nonprofit Insurance

Turning One-Time Gifts into Multi-Year Commitments: Strategies for Major Donor Fundraising

Planned Gifts: A Quick Guide To Help Nonprofits Raise More

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