Major Gifts Proposal & Stewardship Strategist
Craft personalized major gift proposals aligned with donor values and organizational capacity
What You Can Do
You synthesize wealth screening data, philanthropic interests, giving history, and organizational impact metrics into actionable major gifts strategies. This skill helps you develop prospect qualification profiles, build 12-month cultivation roadmaps, write personalized solicitation proposals, and create stewardship narratives—eliminating hours of manual data cross-referencing and enabling faster, more confident asks aligned with donor values and organizational capacity.
Features
Consolidates wealth screening, philanthropic research, and giving history into coherent donor profiles with capacity, interest, and propensity assessments
Generates 12-month engagement roadmaps identifying optimal touchpoints, gift timing, and strategic asks based on donor motivations
Creates data-driven solicitation narratives (concept papers, letters of intent, full proposals) that authentically connect donor values to specific programs
Matches organizational program outcomes with donor philanthropic interests to build compelling case arguments
Identifies optimal gift size, frequency, and impact area alignment by analyzing previous contributions and prospect capacity indicators
Crafts impact reports, donor recognition narratives, and follow-up communications that deepen relationships post-gift
Ranks prospects by readiness-to-ask, capacity, and alignment to guide major gifts officer resource allocation
Develops board-ready talking points and personalized messaging frameworks for cultivation conversations
Example Output
Example 1: Prospect Intelligence Profile
Prospect: Sarah Chen, Tech Executive | Capacity: $500K+ | Propensity: High
Giving Pattern: $15K annual gifts to education; increased to $40K when climate science program launched (2022)
Alignment: Strong interest in environmental justice; CEO of sustainable tech firm; board member of climate nonprofit
Cultivation Recommendation: Lead with water equity initiative pilot; frame ask for $250K endowed fellowship as talent pipeline + climate leadership positioning
Example 2: Solicitation Proposal Excerpt
Heading: A Partnership in Climate Justice Through Workforce Development
Sarah, your passion for scaling sustainable solutions aligns perfectly with our Environmental Justice Fellowship. Rather than supporting isolated scholarships, what if your investment created a pipeline of 50 climate-ready professionals annually—professionals who will implement the solutions you're building at [Company]. A $250K endowed fellowship positions your leadership while multiplying your impact across two sectors you care about.
Example 3: Stewardship Narrative (Year 1 Report)
Impact: 12 fellows placed in climate tech roles; 3 hired by [Company]; $2.3M in sustainability projects launched by alumni
Recognition Angle: Sarah's fellowship directly shaped emerging climate leadership—two fellows now lead carbon accounting at Fortune 500 companies
What's Included
- SKILL.md instruction file for Claude integration:
- Prospect Intelligence Template: structured data input form for wealth screening, giving history, and philanthropic interests
- Cultivation Strategy Roadmap: 12-month timeline framework with touchpoint milestones and ask strategy
- Proposal Writing Checklist: step-by-step guide for concept papers, LOIs, and full solicitations
- Stewardship Narrative Framework: impact story templates for annual reports, recognition, and donor communication
Who It's For
- Major Gifts Officers — managing $50K+ prospect portfolios and preparing solicitation proposals
- Development Directors — overseeing major gifts strategy and proposal quality across teams
- Nonprofit Executive Directors — building major donor cultivation plans and closing transformational gifts
- Planned Giving Specialists — creating legacy giving narratives aligned with donor philanthropic intent
- Board Members — preparing to personally solicit major prospects and steward key relationships
Best For
- Prospect qualification meetings and capacity assessments
- Personalized solicitation proposals and concept papers
- Cultivation strategy development for multi-million-dollar prospects
- Stewardship impact narratives and donor recognition communications
- Portfolio prioritization and major gifts officer strategic planning
- Giving pattern analysis to optimize ask strategy and timing
- Board-ready talking points and personalized messaging frameworks
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