Major Gift Review
38 supporters · $670K estimated potential
These opportunities require individual cultivation rather than automated outreach.
Amara Whitfield
Annual $4,500 · Lifetime $31,000 · Engagement High
$85,000
lifetime potential
Recommended opportunity $25K+
Why AltruNova surfaced Amara
- Giving increased for three consecutive years
- Attended two leadership events
- Strong capital campaign engagement
- Similar supporters historically transitioned into major giving
Revenue motions evaluated
Recurring UpgradeGift UpgradeMajor GiftAdvanced Giving
AltruNova Decision
Major Gift Cultivation
Robert Nkemdi
Annual $7,200 · Lifetime $48,000 · Engagement Medium
$120,000
lifetime potential
Recommended opportunity $40K+
Why AltruNova surfaced Robert
- Long-tenured donor with no lapse in nine years
- Named two program funds
- Advisor introduced a family foundation this quarter
- Engagement with planned giving content rising
Revenue motions evaluated
Gift UpgradeMajor GiftAdvanced Giving
AltruNova Decision
Major Gift Cultivation
Helen Vasquez
Annual $2,800 · Lifetime $19,500 · Engagement High
$62,000
lifetime potential
Recommended opportunity $15K+
Why AltruNova surfaced Helen
- Doubled her gift after the coastal restoration appeal
- Volunteers monthly at Harborlight events
- Opened every stewardship report this year
- Household capacity indicators are well above current giving
Revenue motions evaluated
Recurring UpgradeGift UpgradeMajor Gift
AltruNova Decision
Major Gift Cultivation