Treat major donor development like a relationship pipeline. Clear visual stages keep development directors aligned and prevent high-value prospects from stalling.
Essential stages for donor development
- →1. Identification & Research (Prospect identified)
- →2. Initial Discovery (First call or meeting booked)
- →3. Engagement & Stewardship (Lab visit or facility tour)
- →4. Formal Proposal / Ask Submitted
- →5. Pledged & Fulfilling
- →6. Closed Partner (Stewardship cycle resets)
Reviewing pipeline movement weekly prevents major gift opportunities from sitting idle for months.
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