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Stop Using Donor Wealth Ratings to Build a Portfolio

Stop Using Donor Wealth Ratings to Build a Portfolio

by Richard Perry and Jeff Schreifels | Apr 14, 2023 | Caseload Management, Donor Capacity, Major Gift Portfolios, Strategic Plan, Wealth Data, Wealth Indicators | Caseloads, Fundraising, Giving, High Givers, Strategic Plans, Structure

Here are the problems you’ll encounter if you rely on donor capacity and wealth ratings as your primary method of building a portfolio.

Mid-Year Check Up #3: Are You Upgrading Your Donors?

Mid-Year Check Up #3: Are You Upgrading Your Donors?

by Richard Perry and Jeff Schreifels | Jul 24, 2019 | Increase, Potential | High Givers, Major Donors, Upgrading

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.

The 30 Million Dollar Donor

The 30 Million Dollar Donor

by Richard Perry and Jeff Schreifels | Feb 1, 2017 | Capacity, Wealth | High Givers, Major Donors

There are some very good hidden donors in your caseload. Look for them.

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Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.

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