Machine learning is changing how we build and manage major gifts portfolios, especially for bloated portfolios where gift officers struggle to build relationships with all of the prospects. Unlike traditional methods that rely on simple linear models, machine learning algorithms can identify clusters of donors… Read More »How Machine Learning Makes Major Gifts Portfolios More Effective
The holiday season is not only a time for joy and celebration but also an opportunity to effectively manage your prospects and continue your outreach efforts. Balancing the festive spirit with your prospecting goals can be challenging, but with the right strategies, you can make… Read More »Managing Your Prospects During the Holiday Season
Know Where You Are Going When I was a kid, my dad loved to get us all in the car on a beautiful summer day and go for a drive. This was back in the days before cell phones, so there was no GPS to… Read More »Mapping Out Your Fiscal Year Begins with Preparing Your Portfolios
We always want to create the best portfolios for our front-line fundraisers, to position them for success. In our quest to create high quality portfolios, we often encounter obstacles that make it challenging or even halt our progress entirely. Three of the most common obstacles… Read More »Overcoming Obstacles to Position Portfolios for Success