Major & Planned Gifts

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Find and steward your most qualified prospects

Identify donors ready to make large or planned gifts, and plan the best way to cultivate relationships with them.
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Build a pipeline of high-potential major donors


Dataro's major donor model uncovers new major giving prospects hidden within your existing database and identifies high-potential donors for prioritized stewardship. Improve your prospecting and focus your time and resources on building relationships with those most likely to drive significant impact for your cause.

Target the right donors for legacy giving outreach

Planned giving is often unpredictable, making it hard to identify donors likely to be interested in leaving a legacy. Dataro's Gift in Will model pinpoints those with a high propensity for planned giving. Engage these donors with targeted and personalized communications, build your pipeline, and uncover unexpected gift confirmations.

Unlock data-driven stewardship strategies

Understand each donor's preferences and tailor outreach accordingly, with AI models that can tell you each donor's:

  • Content interest areas
  • Preferred communication channel
  • Preferred giving method

Easily calculate mid-level & major donor conversion

Dataro's Mid-Major Pipeline Calculator helps you understand how many donors are likely to convert to higher levels of giving, based on Dataro's benchmarks.

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What philanthropy teams say

Don't take our word for it - here's what real Dataro users think:
We wouldn’t be without Dataro’s major donor predictions now.

Dataro’s AI donor predictions has made our major donor prospect research and stewardship process far more robust! Dataro’s major donor ranks and scores help us prioritise our prospect list. It has confirmed which donors we thought had capacity and that what we are doing to identify and steward people is working.

Naomi Lehrer

Philanthropy Manager
Royal Flying Doctors Service Victoria

Dataro adds extra capacity to our under-resourced philanthropy team...

and removes the opinion and emotion out of decision making. Our philanthropy managers are doing the job of 3 people, so anything that automates our processes and helps us to effectively prioritize our outreach efforts is key.

JDRF

In the first month of using Dataro I pulled the top 50 ranked donors, spoke with 47 of them and added 87% of them to our pipeline. 36% confirmed their status to leave a Gift in Will.

Dataro is a quick, easy and accurate way to find our top donors to have conversations with about leaving a gift in their Will. It is twice as good as anything we have done in the past to help us identify the best prospects to speak with about leaving a bequest. Every donor gets a rank and I just pull a list of he top 50 or 300 prospects and start making phone calls, working my way down the list to speak with.

RSPCA WA