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The 5 steps of a major gift

A companion to our Nonprofit guide to major giving

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Wrangle your to-do list through all five steps of the major giving process.

This companion resource to the Nonprofit guide to major giving is for major giving officers and other members of nonprofit fundraising teams or development departments. Our goal for this worksheet is to help you put the advice from our guide into action and identify which actions to take during each of the five steps of the major gift process.

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