Major Giving Setup

In Major Giving Major giving is the field of large donation stewardship in non-profit organizations. This field encompasses an entire workflow in how to develop relationships and get to know your constituents who have the capacity and inclination to donate large gifts to your organization. The stages of major giving generally include identification, qualification, cultivation, solicitation, closing, and stewardship, with slight variations from organization to organization. Setup, you define plan outlines and opportunity amount ranges for major giving prospects. To automatically credit solicitors for revenue received on a major giving opportunity, you can also default credit rules which assign specific percentages of credit to the manager and solicitors associated with the plan. You can also select whether to automatically calculate the realized amount for each type of planned gift vehicle.