Hey there. Let’s move back to major giving today. This guide is for newer development officers who are ready to move beyond theory and build a working system, or those who want a refresh.
We’re going to walk through each phase of the major gift cycle in depth: what you’re doing, what you’re listening for, how you know when to move forward, and what common mistakes to look for at each stage.
I’ll also share a framework for a moves-management tracker you can adapt for your own portfolio.
Fair warning: this is a long one. Pour something, settle in, and treat this as the working document it’s meant to be.
