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.
Development Office Gets It Wrong
When management urges you toward quantity of contacts or appointments, they’re ignoring the most important metrics: inclination, connectivity and capacity
How to Qualify Donors: What’s the Objective?
Major gift officers qualify donors for their caseloads to identify which donors are open to more meaningful connections with the organization and the MGO. Not all of them are.
Take a Deep Dive with your B and C Donors: #2 of Six Actions for Summer Impact
While your colleagues are at the beach and you think you hear crickets in the office, take a full week and start researching your B and C level donors. Here is what I suggest you look for:
TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
