Stop Using Donor Wealth Ratings to Build a Portfolio

Stop Using Donor Wealth Ratings to Build a Portfolio

I can’t believe I’m still writing about this, but in talking to many MGOs recently, we’re still returning to this issue: using donor capacity rankings (or wealth ratings) as the first criteria when building a major gifts portfolio. Just recently I heard of a large...
The Worst Way to Start a Conversation with a Donor

The Worst Way to Start a Conversation with a Donor

The worst way to start a conversation with a qualified donor on your caseload is to bring up any topic related to money. Like… After a gift: “We received your gift of X yesterday. Wow, that was an amazing and generous gift! Thank you.” Before an ask or leading into an...
Fake Relationships and How to Avoid Them

Fake Relationships and How to Avoid Them

It’s a difficult thing to manage. You really want to care about your donor and help them fulfill their passions and interests, but you also want the money. You have goals to meet, and the pressure is increasing. So, without really intending to, you run the risk of...
Here’s How to Help Your Fundraisers Work Their Plan

Here’s How to Help Your Fundraisers Work Their Plan

In my last post, I urged frontline fundraisers to not worry about the outside forces they can’t control, and to focus on executing their fundraising plan for each donor in their portfolio… the one thing they do have control over. Now, I want to specifically address...