Major-gift pipeline
Moves management for the asks that matter most.
A simple Kanban-style board — Prospect, Cultivation, Solicitation, Steward — for cultivating major donors. Move a prospect through stages as the relationship develops, so a promising lead doesn't quietly go cold between an intro meeting and the ask.
It's built directly on the same donor record as everything else, so there's no separate prospect database to keep in sync with the CRM.
What's included
- A Kanban-style board: Prospect → Cultivation → Solicitation → Steward
- Move a donor between stages as the relationship develops
- Built on the same donor record — nothing to keep in sync separately