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Major Gift Proposal Document Template

A proposal format for requesting large-scale contributions from high-value donors.

Major Gift Proposal

Purpose: This document outlines a proposal for a significant contribution from a potential major donor. It provides context for the request, the impact of the gift, and recognition opportunities.

Donor Information

Name: {donorName}

Organization: {donorOrganization}

Contact Person: {contactPerson}

Email: {email}

Phone: {phone}

Proposal Summary

We are honored to present this proposal to {donorName} in support of our ongoing efforts to serve our mission of {organizationMission}. Your generosity can help transform lives and expand our impact in significant, measurable ways.

Project Title

{projectTitle}

Project Purpose

{projectPurpose}

Funding Request

The requested donation amount for this initiative is ${requestedAmount}.

Below is a breakdown of how these funds will be allocated for maximum impact:

Item Description Cost
{#budgetItems}{item}{description}${cost}{/budgetItems}

Impact

Your contribution will support the following outcomes:

{#impactStatements}

  • {statement}

{/impactStatements}

Key Statistics

These figures illustrate the need and potential scale of the project:

Metric Value
{#statistics}{metric}{value}{/statistics}

Recognition Opportunities

We are pleased to offer the following opportunities to publicly recognize your generous gift:

{#recognitionOptions}

  • {option}

{/recognitionOptions}

Timeline

The anticipated timeline for this project is outlined below:

Milestone Date
{#timeline}{milestone}{date}{/timeline}

Conclusion

We deeply value your interest in supporting our mission. With your help, we can make a lasting difference. We welcome the opportunity to discuss this proposal in further detail and answer any questions you may have.

Sincerely,

{orgRepresentativeName}
{orgRepresentativeTitle}
{organizationName}

This document template includes dynamic placeholders for automated document generation with Documentero.com. Word Template - Free download

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Use Cases

Automate Major Gift Proposal Using Forms

collect donor pledge info to generate major gift proposal PDF
create major gift proposal from donor intake form
generate personalized fundraising proposal via web form submission
customize major donor proposal with online form responses
use embedded form to collect donation details for proposal generation

Generate Major Gift Proposal Using APIs

generate major gift proposal from CRM donor profile via API
trigger fundraising proposal creation from donation management system
create custom donor proposal PDF from external form submission API
auto-generate major contributions proposal from nonprofit platform via API
generate and store proposal document in donor record via API call

Integrations / Automations

automatically create major gift proposal from new Salesforce donor entry
generate personalized fundraising proposal when Google Form is submitted
auto-generate donor proposal from Airtable donor database using Zapier
create and email major gift proposals on new record in HubSpot
generate and send donor proposal when task is created in Asana

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