top of page
Search

How Philanthropy Solutions supports fundraisers. Can your database person do the same?


How the Philanthropy Solutions Team supports your Major Gift Fundraising:

The Philanthropy Solutions team and your major gifts officer (frontline fundraisers) work together to manage and track donor information, develop fundraising strategies, and steward relationships with major donors. These collective efforts are called Prospect Management and Tracking (PMATs). Here are ways in which we collaborate with our clients:


1. Fundraising strategy [moves management]: The major gifts officer and Philanthropy Solutions work together to develop fundraising strategies that leverage the organization's donor data. From working with fundraising on "Prospect Strategy Charts" to talking through the "First meeting" to discussing key proposal success criteria, we work with the fundraiser through the cultivation.

2. Donor research: Past typical wealth and giving information, Philanthropy Solutions works with fundraisers to identify hidden gems in their database or to identify a targeted audience (think lost alum) and find them. Of course, we also put prospect profiles together with all the information you'd expect.


3. Donor stewardship: The major gifts officer relies on Philanthropy Solutions to track donor interactions and ensure appropriate follow-up. The database person may help generate donor acknowledgment letters, coordinate stewardship events, and ensure that major donors are recognized appropriately for their contributions.

4. Database management: Philanthropy Solutions is responsible for managing the organization's donor database, which includes inputting and updating donor information, creating reports, and ensuring the accuracy of the data. The major gifts officer relies on this information to identify potential major donors, track donor activity, and monitor progress toward fundraising goals.


Overall, Philanthropy Solutions and the major gifts officer collaborate closely to ensure that the organization's donor database is well-maintained, accurate, and used effectively to support fundraising efforts. By working together, we help the organization build strong relationships with major donors and meet its fundraising goals.

 
 
 

Comments


bottom of page