
Stop Using Donor Wealth Ratings to Build a Portfolio
Here are the problems you’ll encounter if you rely on donor capacity and wealth ratings as your primary method of building a portfolio.
Here are the problems you’ll encounter if you rely on donor capacity and wealth ratings as your primary method of building a portfolio.
Know those donors on your caseload – that group of 20% – who has the potential of upgrading the gifts they give. Find programs that will bring them joy.
There are some very good hidden donors in your caseload. Look for them.