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Portfolio Management

Why Understanding Probability Matters in Fundraising

In the world of prospect development and fundraising, we often face decisions about where to focus our precious resources. As development professionals, we’re constantly juggling multiple priorities, donor relationships, and campaign strategies. That’s where understanding probability can play a key role – it’s not just… Read More »Why Understanding Probability Matters in Fundraising

How Machine Learning Makes Major Gifts Portfolios More Effective

How Machine Learning Makes Major Gifts Portfolios More Effective

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

Managing Your Prospects During the Holiday Season

Managing Your Prospects During the Holiday Season

​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

Thoughts on Annual Campaign Kickoffs

It’s October so your annual campaign is already in gear. However, after the rush of printing and stuffing, or segmenting and emailing, you may have a short time to review your strategy. Here are some thoughts that I have after having run a successful annual… Read More »Thoughts on Annual Campaign Kickoffs