Should They Stay or Should They Go? How to Determine When Prospects Should Exit a Major Gift Portfolio

Does your organization struggle with stagnant major gift portfolios? Do you seem to be reviewing the same names repeatedly when filling out portfolios?

Qualification is a big part of the work that major gift officers do daily. By designing your business rules and processes to enable effective prospect movement in and out of portfolios, you can ensure that their good work is being accurately captured and leveraged for dynamic and hygienic portfolios.

Don’t miss this special session with Chris Day, Blackbaud strategic consultant, for a discussion on how to set your organization up to successfully promote churn in major gift portfolios including how to:

  • Utilize data that officers capture in discovery to document solicitation strategies

  • Ensure all donor relationships are managed appropriately

  • Turn portfolios over efficiently by leveraging data regarding disqualification