Major & Principal Gift Readiness

The WOODFOLK Way

• Ingest the data. We start inside your donor database, giving history, and any prior campaign or annual-fund reports.
• Segment the file. We isolate current and latent major and principal donors by giving level and capacity.
• Score every prospect. We rate each on capacity, affinity, and relationship strength – not wealth alone.
• Test the data against reality. Structured interviews with your team separate what the CRM says from what's really happening in the room.
• Flag the gaps. We surface the dormant, under-asked, and mismatched relationships hiding in the file.
• Document readiness by tier. You get an honest, tiered picture of your pipeline – built to be acted on, not filed away.