Major Gift Portfolios Archives - Veritus Group

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.

Set Yourself Apart & Do Something Different: #5 of Six Actions for Summer Impact

Set Yourself Apart & Do Something Different: #5 of Six Actions for Summer Impact

by Richard Perry and Jeff Schreifels | Jun 19, 2015 | Alternative Strategies, Major Gift Fundraising, Major Gift Portfolios | Fundraising, Major Gift Officers, Relationships, Strategic Plans

You can set yourself apart and create impact with your donors now and throughout the year, if you try a few different strategies.