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.