Services: Major Gifts

Major giving is one of the most important components of a nonprofit’s fundraising portfolio.

A fully resourced and properly executed major giving program can provide a high rate of return on investment.  The ROI is far greater than annual giving or special event fundraising.

To ensure OAI’s clients have access to a full range of major giving services, we offer three options to meet specific organizational needs:

  1. Full Major Gifts Team(s)
  2. Moves Management Services
  3. General Support Services

Full Major Gifts Team(s)

OAI’s most comprehensive service package, from high-level strategy through full implementation.
 
Best if you are:
  • Embarking on a major gifts program for the first time.
  • Scaling major gifts activity up to new levels.
  • A nonprofit that prefers to outsource major giving activity in order to free up staff time for other priorities.

Services Include:

  • Major gift teams sized and staffed to suit your major gift program goals.
  • Each major gift officer handles 75-90 qualified prospects.
  • Strategic and tactical advice on management of donor prospects.
  • Cultivation and solicitation strategy and management.
  • Full prospect research and qualification services.
  • Optional services review for data management, donor tracking, and staffing.

Key Benefits:

  • No employment or hiring costs.
  • Provides continuity and avoids revolving door of major gifts staffing.
  • OAI team approach ensures work handled at most appropriate level.

Moves Management Services

OAI’s streamlined service package to help facilitate the major gifts process by qualifying, prioritizing, and “moving” prospects.
 
Best if you are:
  • A nonprofit with well-established high-level major gifts strategy and infrastructure.
  • Needing implementation and execution support.

Services Include:

  • Assist in goal-setting for major gift officers with clearly-stated performance metrics.
  • Full prospect research and qualification services.
  • Maintenance of prospect lists and management of prospect outreach.
  • Major gift officer coaching and training as needed.
  • Planning and implementation of cultivation activities and events.
  • Stewardship management and oversight.
  • Optional systems review for data management, donor tracking, and staffing.

Key Benefits:

  • Receive (and pay for) only the services needed to get the job done.
  • OAI team works in close collaboration with your in-house staff.
  • OAI has the autonomy and experience to work with limited supervision, freeing your staff up for other priorities.

General Support Services

A basic package to support your in-house major gifts team with administration and stewardship.

Best if you are:

  • A nonprofit with mature development programs and well-developed prospect lists.
  • Needing implementation and execution staffing and support.

Services Include:

  • Collaboration with in-house team to implement development strategy and tactics.
  • Implementation of prospect outreach strategy.
  • Management of prospect lists.
  • Support for cultivation events.
  • Drafting of agreements, letters and donor reports.
  • Other general administrative support including meeting management.

Key Benefits:

  • OAI team works under the direction of your in-house staff.
  • We report back regularly and are fully accountable for results.

 

Representative Major Gifts Clients: