Major Gifts: Donor Intelligence & Solicitation Strategy
Synthesize donor data into giving capacity profiles and personalized solicitation strategies
What You Can Do
You provide donor research notes, giving history, interaction records, and prospect intelligence—Claude synthesizes this into comprehensive donor profiles that surface capacity indicators, passion areas, giving patterns, and specific solicitation approaches. This skill accelerates analysis so major gifts officers spend more time in high-value donor conversations and less time organizing data, enabling you to identify upsell opportunities, craft personalized proposals, and predict receptiveness to major gift asks ($10K+).
Features
consolidates giving history, biographical data, LinkedIn profiles, and interaction notes into unified intelligence profiles
identifies financial indicators, giving patterns, and wealth signals to estimate appropriate ask ranges
uncovers donor's core interests, values, and causes through analysis of giving history and stated priorities
generates multi-year relationship strategies with specific touchpoints, engagement activities, and ask windows
creates customized proposal approaches and messaging angles aligned to individual donor motivations
flags connection points, common networks, and peer influences to strengthen cultivation strategies
analyzes historical patterns to forecast receptiveness to solicitations and optimal timing for approaches
synthesizes complex donor intelligence into executive-ready summaries for institutional leadership
Example Output
Example 1: Prospect Profile Synthesis
Input: Giving history (3 $5K gifts to education programs), LinkedIn profile (tech executive, founded edtech startup), interaction notes (passionate about underrepresented students in STEM), wealth screening data (estimated $2M+ net worth).
Output:
- Estimated Major Gift Capacity: $25K–$50K based on wealth indicators and giving history
- Primary Motivation: Educational equity + legacy in tech talent pipeline
- Giving Pattern: Prefers restricted gifts to specific programs; gives annually in Q4
- Solicitation Strategy: Position leadership gift for new women-in-STEM scholarship; leverage peer board member connection; frame ask around long-term endowment impact
- Cultivation Timeline: 3-month cultivation window; include site visit to program; introduce to program director before formal ask
Example 2: Upsell Opportunity Identification
Input: Current $10K annual donor to youth programs; recent major life event (company acquisition); interaction notes (expressed interest in governance).
Output:
- Capacity Shift: Estimated 3–5x increase in giving capacity based on liquidity event
- Motivation Evolution: Expanding from program support to institutional impact and governance role
- Ask Recommendation: $100K+ transformational gift + board nomination conversation
- Timing: Within 6-month window while acquisition liquidity is fresh; position before fiscal year planning
- Messaging: Legacy building, institutional leadership, and measurable systems change
What's Included
- SKILL.md instruction file with detailed prompts and workflow guidance:
- Donor Intelligence Intake Template: structured format for compiling research data
- Cultivation Timeline Framework: multi-year relationship and solicitation roadmap template
- Solicitation Strategy Workbook: personalized ask positioning and proposal scaffolding
- Donor Profile Summary Template: executive briefing format for board/committee meetings
Who It's For
- Major Gifts Officers — developing sophisticated cultivation and solicitation strategies for $10K+ prospects
- Development Directors — synthesizing donor research before leadership meetings and prospect assignments
- Planned Giving Specialists — identifying legacy giving motivations and estate gift opportunities
- Board Development Chairs — evaluating prospect capacity and fit for governance roles
- Nonprofit Executive Directors — preparing for high-stakes donor conversations and major gift asks
Best For
- Analyzing new prospect packages and research before initial donor meetings
- Developing multi-year cultivation timelines and relationship strategies
- Identifying upsell and upgrade opportunities in current donor relationships
- Crafting personalized proposal frameworks and solicitation messaging
- Preparing institutional briefings on donor capacity, motivation, and receptiveness
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