Major Gift and Prospecting Dashboard
An anonymized dashboard-format analytic for identifying capacity and protecting your most valuable relationships, safe to share with AI tools for prospect strategy.
How to use the Major Gift and Prospecting Dashboard
This is a dashboard-format analytic for identifying giving capacity and protecting your most valuable relationships. It is built on the anonymized data from analyses QX218 (donors showing rising capacity), QX228 (major-gift prospect detail), QX226 (long-overlooked high-potential donors), QX160 and QX242 (lifetime value by cohort), and QX219 (top-donor pacing for the current fiscal year). All personally identifying information has been removed, so the prospect detail can be shared with AI tools for prospect research and strategy.
The tabs combine forward-looking prospecting with protection of what you already have. The rising-capacity and prospect-detail views surface donors whose behavior suggests room to give more, the lifetime-value analysis shows which acquisition cohorts and entry segments produce the most valuable donors over time, and the top-donor pacing view flags your most important supporters who are lagging their prior-year giving and may need attention now.
The strategic value is focus. Major-gift work is labor-intensive, and knowing which anonymized prospects show genuine rising capacity, and which current top donors are slipping, tells your gift officers exactly where their limited time will produce the most return. Because the data is anonymized, you can use an AI tool to help rank prospects, draft cultivation approaches, and synthesize lifetime-value patterns into a prospecting strategy without exposing identities.
You should refresh this quarterly and review it with your major-gift team and director of development. Assign rising-capacity and lagging top donors to gift officers for personal cultivation, and use an AI assistant on the anonymized detail to prioritize the portfolio and prepare cultivation plans.
Measure success by the number of qualified major-gift prospects moved into active cultivation, by recovery of lagging top donors to their prior giving levels, and by growth in lifetime value across newer cohorts.
Analytic ID: QX252
Analytic Name: Major Gift and Prospecting Dashboard
Focus: 3.3: Dashboards; 3.2: Prospect Identification; 2.5: Large Gift Growth (75th Percentile)
Type: Dashboard Style
Segments: Top | Scope: Segment, Individual Donor
Description: Identifying capacity and protecting the most valuable relationships: rising-capacity donors, major-gift prospect detail, lifetime value by cohort, and top-donor FYTD pacing. Anonymized for AI analysis.
Key Question: Who are our strongest major-gift prospects and which top donors need attention now?
Action: Assign rising-capacity and lagging top donors to gift officers for personal cultivation.