Portfolio Participation

Posted on 06/18/2012 - by Dan Allenby

In annual giving, as in any campaign, it’s likely that most of the money raised will come from a relatively small number of donors. It’s also likely that those few lead donors will be managed by major gift officers. But what can you do to ensure that major gift officers are fully supported in their annual giving efforts?

Try monitoring the participation rates of their prospect portfolios. This not only helps the gift officers understand how their portfolios are performing compared to others, but it will help ensure that portfolios remain current and that they contain a manageable number of prospects. Every prospect is a unique case, but sharing portfolio participation rates can be an extremely effective way to increase the visibility of annual giving across your organization.

Want to learn more? CLICK HERE for AGN’s Webinar on Research and Prospect Management.