Building portfolio and cultivation moves for CDO

Hey there, I’m wondering if anyone could provide some recommendations for getting started with major gift donor cultivation. My org has wanted to get a streamlined major gift program of the ground for a few years. My focus on modernizing our database, managing an individual giving staff, managing a direct and digital mail program and putting out fires has really drawn my attention away from the vital area of major gift cultivation. After my last performance review, it is evident that it’s time for me to get working on building portfolios and preparing my CDO to begin doing face-to-face outreach.

Does anyone have any simple and practical steps I can take for creating a system of engaging 2yr lapsed major donors and packaging these steps to provide to my CDO? I feel like I know what to do lol, but my daily work pulls me into so many directions that it’s really hard to think strictly major gifts sometimes.

submitted by /u/Thebeautyfetish
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