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Major Donor Fundraising & Cultivation Workflow
Identify high-net-worth prospects, personalize multi-channel outreach, and seamlessly manage philanthropic relationships using an automated AI stack.
6-step workflow5 KBUpdated 3/11/2026
NonprofitFundraisingMajor DonorsCRMAI Automation
Major Donor Fundraising & Cultivation Workflow
1.5 - 2 Hours per campaign batch
Intermediate
6 steps (showing 2)
1
Prospect Identification & Enrichment
Input:
Basic list of prospective donors (names, companies, or LinkedIn URLs)
Action:
Use Clay to enrich the prospect list by pulling in data on wealth indicators, past philanthropic activities, board memberships, and current verified contact information.
Output:
A fully enriched spreadsheet of high-net-worth individuals with actionable data.
30 minutes
→ Next: Conduct deep-dive research on top-tier prospects to understand their charitable giving history.
2
Deep Philanthropic Research
Workflow·Major Donor Fundraising & Cultivation Workflow