Major Gifts Prospect Profile Synthesizer
Synthesize prospect research into actionable major gifts profiles with capacity ratings
What You Can Do
Consolidate research from multiple sources—wealth screening reports, public records, philanthropic databases, and social signals—into cohesive prospect profiles that guide major gifts strategy. You'll assess both financial capacity and giving propensity, identify red flags or inconsistencies in the data, and generate prioritization recommendations that help your team focus cultivation efforts on prospects with the highest likelihood of major gift support.
Features
consolidate wealth indicators, giving history, and philanthropic signals from screening reports, 990s, LinkedIn, annual reports, and personal networks into one strategic profile
evaluate financial ability to give and likelihood/interest to support your mission with confidence ratings and defensible reasoning
flag conflicting data points (e.g., screening capacity vs. tax records) and recommend investigation priorities before cultivation
identify cultivation readiness signals and optimal timing for solicitation based on wealth trajectory, recent giving, and engagement indicators
surface concerns (litigation, reputational issues, competitive giving patterns) that may affect solicitation strategy
translate profile insights into specific next-step recommendations for major gifts officers
connect public data to philanthropic capacity with clear sourcing and confidence levels
structure profiles in formats ready for cultivation briefings, portfolio reviews, or prospect committee presentations
Example Output
Prospect Profile: Jane Martinez
Capacity Assessment: $500K–$1M (High Confidence)
- Recent commercial real estate acquisition ($3.2M, public records)
- Serves on boards of three peer institutions (wealth indicator)
- 2022 tax return shows $450K in AGI
- Screening report flags $2M+ liquid assets
Propensity Assessment: Strong (Medium–High Confidence)
- $25K annual gifts to education sector (5-year history)
- CEO of tech startup; known for early-stage philanthropy
- Personal network connection: referred by board member
- Limited giving to your cause area (requires cultivation)
Readiness & Timing: Ready for cultivation in Q2
- Recently completed major acquisition (suggests cash position)
- No competing capital campaigns in her networks
- Warm introduction channel available
Recommendation: Move to portfolio; schedule cultivation meeting with focus on startup ecosystem alignment.
Prospect Profile: Robert Chen (Inconsistency Flagged)
Capacity Assessment: $250K–$500K (Medium Confidence — conflicting indicators)
- Screening report: $5M+ wealth estimate
- 2021 tax return: $2.3M AGI; 2022: $680K (39% decline)
- Recent litigation: commercial dispute (public records)
- Real estate holdings: stable; no new acquisitions
Red Flag: Investigate capacity decline
- Recommend: Review recent 990s and recent media for business performance
Propensity Assessment: Moderate (Medium Confidence)
- Previous supporter of arts (no giving for 18 months)
- Known personal connection to cause area
Readiness: NOT READY for solicitation
- Recommend: Engagement/stewardship focus until financial situation clarifies
- Timeline: Revisit in Q4 after tax filing season
What's Included
- SKILL.md instruction file for seamless Claude integration:
- Prospect Profile Template: pre-formatted structure for capacity/propensity/readiness assessments
- Data Synthesis Checklist: guide for organizing multi-source research before synthesis
- Wealth Indicator Reference Guide: curated list of public signals (real estate, board service, tax filings, media mentions) and confidence levels
- Inconsistency Resolution Framework: decision tree for prioritizing conflicting data when capacity estimates diverge
Who It's For
- Major gifts officers preparing for cultivation meetings and portfolio reviews
- Prospect researchers managing research workflows and synthesizing data from multiple systems
- Nonprofit development directors evaluating pipeline prospects and allocating solicitation effort
- Annual fund managers identifying prospects ready to transition to major gifts strategies
- Wealth screening coordinators translating screening reports into actionable intelligence for cultivation teams
Best For
- Synthesizing wealth screening reports with public records and philanthropic databases into donor profiles
- Assessing capacity and propensity for major gift solicitation decisions
- Preparing briefing documents and cultivation strategy recommendations before donor meetings
- Resolving conflicting information across research sources and recommending follow-up research priorities
- Identifying and prioritizing prospects for move-up campaigns or portfolio transitions
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