High Touch Fundraising Tools

Learn how to deepen relationships with your top supporters using EveryAction’s high-touch fundraising tools like Personal Email to Notes, Financial Households, and the Major Giving Portfolio. This webinar will show you how to identify key prospects, track personalized outreach, and manage follow-ups to strengthen donor engagement and boost long-term giving.

This advanced webinar is designed to help EveryAction users elevate their major donor engagement through personalized, high-touch strategies. You'll learn how to identify key prospects using contribution summaries, track one-to-one communications with Personal Email to Notes, and create a comprehensive view of donor relationships through tools like Financial Households, Relationships, and Giving History. The session also walks through building effective Action Plans, managing follow-ups, and using the Major Giving Portfolio to coordinate outreach and steward top supporters.

By the end of the training, you’ll be equipped to create a more tailored and data-informed donor experience—one that strengthens long-term relationships and supports sustained fundraising success. Whether you're a major gift officer or development coordinator, this webinar provides practical, hands-on strategies to streamline cultivation efforts and drive deeper engagement with your most valuable supporters.

High Touch Fundraising Tools Presentation Slides

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