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There Are Only Three Ways to Grow Your Portfolio

There Are Only Three Ways to Grow Your Portfolio

by Richard Perry and Jeff Schreifels | Nov 30, 2020 | Attrition, Portfolio, Revenue, Value | Caseloads, Transformational Gift, Value Attrition

If you qualify, cultivate, steward and serve your donors well, these are the only three ways you’ll grow your portfolio.

Cut the Dead Weight

Cut the Dead Weight

by Richard Perry and Jeff Schreifels | Oct 13, 2017 | Portfolio, The Mission, too many donors | Caseloads, MGOs, Qualifying

Cut the dead weight of unqualified donors from your caseload. Trying repeatedly to work with donors who don’t want to hear from you is exhausting!

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

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