Drowning in “prospect” names?

If your major gift list looks impressive on paper but doesn’t translate into actual conversations or gifts, you’re not alone.

I’ve sat with teams staring at hundreds of “top prospects” and quietly thinking, “Where do we even start?”

In my latest episode of The Intentional Fundraiser podcast, I share how I helped one nonprofit narrow 600+ “major gift prospects” down to a focused Top 25 using simple donor signals, capacity, affinity, and engagement, not just wealth.

We didn’t buy new software. We just read the data you already have in a different way.

I walk you through:

1. How to spot your real Top 25 using signals hiding in your CRM 💡
2. A simple 1–5 scoring system you can build in an afternoon
3. A weekly review ritual to stay focused (even when you’re stretched thin)
4. Where light AI and automation can quietly do the heavy lifting for you 🤖

Imagine looking at your portfolio and knowing exactly who to call first this week, because the data and the story are both pointing in the same direction.

What would change for your organization if your Top 25 were crystal clear, and everyone on your team agreed on who they are?

🎧 Tune in and if this episode helps you breathe a little easier about major gifts, share it with your ED/DD or a colleague who needs this clarity too.

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