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Major Donor Cultivation Workflow
An AI-powered workflow to identify prospective major donors, personalize outreach campaigns, and nurture long-term philanthropic relationships.
6-step workflow5 KBUpdated 3/11/2026
NonprofitFundraisingDonor ManagementAI Outreach
Major Donor Cultivation Workflow
2-3 hours per campaign batch
Intermediate
6 steps (showing 2)
1
Prospect Identification & Data Enrichment
Input:
Existing list of past donors, event attendees, or target demographic filters
Action:
Import your baseline list into Clay. Configure a workflow to enrich contacts by finding LinkedIn profiles, company affiliations, and wealth indicators. Use Clay's web scraping integrations to find past philanthropic giving history or board memberships.
Output:
A rich, validated spreadsheet of prospective donors with deep professional and philanthropic data
30 minutes
→ Next: Conduct deeper research into specific philanthropic interests for high-priority prospects.
2
Deep Philanthropic Research
Workflow·Major Donor Cultivation Workflow