Individual/Major Giving Services

In these unprecedented times, diversifying funding sources is critical to nonprofit success and sustainability. National giving trends in traditional philanthropic fields are changing rapidly, and current cuts, delays, and shutdowns at the federal level create a greater need for private donations to fill the gaps in ongoing nonprofit operations. 

Individual giving and major donor programs can provide a base of consistent support that is more reliant on personal ethics, which are less likely to ebb and flow, and a donor’s desire to help others, align their values with community-based organizations, and pursue a sense of purpose around the things they are passionate about. Additionally, advances in modern technology provide new ways for identifying and engaging donors as well as assessing and communicating impact, which can greatly benefit your organization’s annual fundraising plan.

At Innovative Funding Partners (IFP), our team can provide your organization with the expertise and strategies to create or enhance your individual giving and major donor programs.

Annual Individual Giving Strategy

Focusing on annual individual giving/donor strategies, IFP will:

• Conduct a thorough assessment of current individual giving activities, including:

  • A comprehensive review of current donor identification, cultivation, and stewardship activities

  • Analysis of current donor data to inform opportunities for growth

  • A review of internal processes and staff responsibilities related to annual giving 

• Develop 2-3 year annual giving workplan with actionable goals, objectives, activities, and outcomes

• Review and assess current use of technology related to annual giving and make recommendations to optimize and maximize modern technology to enhance connections and funding (crowdsourcing, social media, AI, etc.)

• Provide support in identifying CRM or donor tracking platforms, if needed 

• Provide recommendations on ways to grow and improve annual giving activities

• Develop messaging and communication materials to support donor cultivation and stewardship, using data to support compelling messaging

• Provide ongoing guidance and technical assistance 

• Provide training to staff on individual giving best practices

Major Gift Support/Strategy

Whether your organization has an existing major donor program or is starting from scratch, IFP can provide tailored support and strategies to build and/or enhance major gift identification, cultivation, and stewardship, including:

• Assess organizational readiness, including the following: organizational culture of philanthropy, board engagement, and leadership buy-in

• Develop 2-3 year major giving workplan with actionable goals, objectives, activities, and outcomes

• Review existing major gift program, if applicable, including:

  • Assess and analyze current major donor data

  • Review current major donor identification, cultivation, and stewardship activities

  • Review current internal processes and staff responsibilities related to major giving 

• If no major giving program currently exists, IFP will:

  • Assess and analyze current annual giving data to identify opportunities for major donor cultivation

  • Help the organization establish processes for major donor identification, cultivation, and stewardship

  • Help the organization define the internal infrastructure needed for a successful major donor program

• Lead organization through major gift prospecting and wealth screening

• Review and assess current use of technology related to major giving and make recommendations to optimize and maximize modern technology to enhance connections and funding

• Provide recommendations on ways to grow and improve major donor program

• Develop messaging and communication materials to support donor cultivation and stewardship, using data to support compelling messaging

• Provide ongoing guidance and technical assistance 

• Lead Major Gifts training series and Board Engagement Workshops 

Campaign Support/Strategy

Is your organization considering launching a fundraising campaign to support a capital, programmatic, or endowment project? The team at IFP can support your campaign planning and activities, including:

• Evaluate your organization’s readiness to conduct a successful campaign

• Lead a community-based feasibility study

• Develop campaign workplan to include actionable steps to achieve campaign goals

• Develop a campaign case for support and other communication documents, using data to create compelling messaging

• Make recommendations to optimize and maximize modern technology to enhance campaign connections and funding

• Define steps for donor prospecting, wealth screening, cultivation, and recognition

• Provide ongoing guidance and technical assistance to support organization staff throughout the campaign

Contact us today to learn more about how we provide tailored individual and major giving support to meet your needs.