Secrets to the Perfect Gift Officer Portfolio
Make three simple adjustments to build a perfect, data-driven prospect portfolio. With the easy-to-follow tips in this free infographic, gift officers can more effectively manage priority prospects and improve fundraising results.
- Streamline: There is a perfect number of prospects (spoiler: it’s 120) and a real-world penalty for bloating your portfolio (nobody wants issues with qualification, forecasting, and cultivation.)
- Focus: When fundraisers target only top-tier, high capacity and high inclination prospects, they report amazing results, especially for major and planned giving.
- Visit: More than half of assigned prospects are not visited; smaller portfolios can help, especially when you visit the right prospects.
To start building and managing a better prospect portfolio (the smaller the better), download the free infographic now.
