Plan the year
Set a communication rhythm for each cultivation tier and map the balance between email, calls, meetings, and stewardship.
Major donor relationships
Plan the relationship, not just the ask.
Build a full year of thoughtful cultivation, turn the plan into clear month-to-month action, and track every personal touch until your team is ready to make the right ask.
Give every donor a thoughtful communication rhythm.
Plan email and personal-touch cadences by cultivation tier, then see exactly who needs attention this week and throughout the month.
From annual strategy to this week
Keep the plan alive after it is written.
DevFloHQ turns your major donor strategy into a visible operating rhythm so cultivation does not depend on memory, spare time, or one person’s private calendar.
Work month to month
See upcoming contacts by week and give every relationship a clear owner and next move.
Personalize the relationship
Keep interests, preferences, cause connections, board history, and program priorities close to the plan.
Build toward the ask
Track the moves that create readiness, preserve prior-year context, and record the ask through confirmation or decline.
Relationship context that stays useful
Remember what matters to each donor.
A donor record gives your team the context to make outreach relevant and personal without searching through inboxes or relying on one staff member’s memory.
- Cultivation tier and relationship owner
- Program interests and cause connections
- Communication and personal-touch preferences
- Board relationships and important context
- Notes that help the next conversation feel informed
Optional AI connection
Use relationship context to prepare a stronger first draft.
With a custom, approved AI connection, your team can use selected DevFloHQ context to prepare personalized email drafts for planned donor outreach. Your staff reviews, edits, and sends every message.
Explore AI implementationAI supports the preparation. People carry the relationship.
- Start from the donor’s interests and recent activity
- Draft for the planned purpose and communication month
- Keep sensitive information and access boundaries controlled
- Review every message before it reaches a donor
- Log the completed move back in DevFloHQ
From cultivation to decision
Make the ask with the full relationship in view.
Carry prior gifts, earlier asks, recent moves, and the current request into one shared record. When the donor responds, confirm or decline the ask without losing the history that led there.
- Retain prior-year giving and ask context
- Record the amount and date of the current ask
- Keep pending decisions visible
- Connect confirmed commitments to payment planning
Full demo and walkthrough
See how DevFloHQ could work for your team.
Request a full demo and guided walkthrough built around the development questions your organization needs to answer.