Strengthening Your Portfolio Over Time
#5 in the series How to Manage Your Portfolio Effectively I think one of the toughest things for us at Veritus Group, when we work with non-profit managers or leaders, is their expectation that major gift income will just magically grow overnight. The idea that...
What Do You Do with Your “C” Level Donors?
#4 in the series How to Manage Your Portfolio Effectively If you’ve been reading along with this current series on tiering your donors, you know that we’ve now gone over what to do with A and B Tier donors. These two tiers, while comprising less than half, maybe just...
What Do You Do with your “B” Level Donors?
#3 in the series How to Manage Your Portfolio Effectively B-level donors are the middle child of major gift portfolios everywhere. In many cases that I’ve come across in working with MGOs, they really are treated this way. Of course there is a lot of emphasis on Tier...
What Do You Do with Your “A” Level Donors?
How to Effectively Manage Your Portfolio, Part 2 Have you been treating all of your donors the same? Before I start working with an MGO to help her put a structure to her caseload, I always ask her to tell me how she currently works with her portfolio, and to tell me...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
