Bloomerang

APRIL 12, 2021

When you’re determining who to cultivate for your major donor portfolio, do you simply look at everyone who gave more than $1,000 (or whatever your major gift amount is) and dump them all into your portfolio for the year? Who Gets an Individual Major Donor Portfolio Cultivation Plan? . Too many donors in a portfolio is too many.

Donor 75

Donor Gift Teach Phone 75

NonProfit PRO

APRIL 26, 2023

The 16 recently added investments offer donors greater portfolio customization capability, especially among U.S. For the second time in six months, Vanguard Charitable has added new investments to enhance its donors’ charitable asset allocation options. equity options and active-strategy investments.

Activities 242

Activities Active Activism Management 242

NonProfit PRO

JANUARY 24, 2023

You cannot take any donor for granted, and the cultivation process, with an emphasis on donor retention, should continue year-round for each donor in your portfolio. Here are some helpful strategies you can implement to promote donor retention.

Retention 263

Retention Donor Grant Process 263

Connection Cafe

SEPTEMBER 4, 2020

I’m also pumped to be presenting again this year on a topic that continues to be an important topic for prospect managers, officers and leaders: optimizing portfolios. Last year at bbcon 2019, I presented a session titled Best Practices for Portfolio Management. which can help refine size and quality.

Metrics 34

Metrics Practice Virtual Proposal 34

NonProfit PRO

OCTOBER 10, 2022

Setting goals for the donors in your portfolio is important, but there’s another level of planning that successful major gifts officers do that leads to a transformational gift. Here are 6 tips on how successful major gifts officers can cultivate a transformational gift.

Gift 276

Gift Tips Donor Goal 276

NonProfit PRO

APRIL 4, 2022

But creating a potential donor portfolio isn't always easy. One of the most crucial parts of nonprofit fundraising is finding donors. If a donor doesn't give, your organization can't adequately serve its mission.

Donor 306

Donor Giving Fundraising Create 306

NonProfit PRO

JANUARY 5, 2023

Moore is making the investment in Merkle RMG to support its ongoing expansion in processing operations with a portfolio of diverse capabilities and locations across the nation. Moore announced that it has acquired Merkle Response Management Group from erkle Inc.

Group 240

Group Management National Process 240

NonProfit PRO

JULY 11, 2023

equity markets, enabling even greater portfolio customization. Vanguard Charitable introduced 16 new investments to expand its curated, high-performing donor-advised fund investment lineup. The expansion provides donors with new actively managed funds and more options within U.S.

Donor 188

Donor Giving Fund Activities 188

sgEngage

MARCH 12, 2024

While this scenario represents a best practice for major donor portfolios, there is no one answer to the question of when to disqualify a prospect. Then the prospect is disqualified and should be removed from the prospect portfolio and/or reclassified. Seven contact attempts over six months, via at least two contact methods.

Gift 81

Gift Proposal Blackbaud Phase 81

NonProfit PRO

MAY 5, 2022

Most nonprofit professionals in management roles are not only responsible for management, but they have an impossible fundraising portfolio to service, too. As a nonprofit professional, were you thrusted into management roles over time? Here are some ways to better your skill set.

Roles 207

Roles Skills Management Professional 207

Nonprofit Tech for Good

AUGUST 21, 2020

The RemoteHub platform poses a few key advantages over traditional candidate selection, such as media-rich portfolios, informative professional reviews, and an assortment of “classical parameters.” ” RemoteHub portfolios offer media-enriched narratives that can illustrate what a remote professional is truly capable of.

Volunteer 312

Volunteer Social Media Application Professional 312

Nonprofit Tech for Good

AUGUST 8, 2021

What you’ll take away from this webinar: Why golf belongs in your fundraising portfolio. You’ll hear why golf is the ideal fundraising event for uncertain times and how technology makes it easy to be prepared for changing circumstances. Bring all your golf fundraising questions for an extended Q&A session!

Free 306

Free Fundraising FAQ Sponsor 306

Nonprofit Tech for Good

APRIL 17, 2021

Map out your asset portfolio and determine how many of your partners are receiving the full value of what you can offer to their partnership. To assist your reporting to partners, use this “Asset Leverage” Excel template to define which assets are most and least valued or used by your corporate partner portfolio.

Help 269

Help Retention Tips Template 269

Nonprofit Tech for Good

NOVEMBER 25, 2020

Please contact Heather Mansfield with their name, a link to the portfolio/website, and their hourly rate. Denver, CO. Hourly Rate: Stacey Uy :: staceyuy.com. San Diego, CA. Hourly Rate: Have a graphic designer to recommend? To be listed, the designer must have experience working with the nonprofit sector.

San Diego 269

San Diego Design San Francisco Italy 269

Nonprofit Tech for Good

NOVEMBER 1, 2023

Investors over the age of 45 tend to have substantial portfolios that should be worth $75 billion in annual stock gifting. Moreover, the most widely held large-cap stocks (Alphabet, Apple, Nvidia, Microsoft, Meta, Amazon and Tesla) are all up 300%-1000% over the past 5 years. Unfortunately stock gifting has been largely untapped to date.

Giving 299

Giving Gift Case Study Fund 299

Qgiv

DECEMBER 7, 2022

Few things are as important to successful fundraising teams as clean data around your prospect portfolio and moves management. However, many organizations fail to properly track gift officer portfolios, gift officer actions and donor pipeline management within their donor database management. How are team members held accountable?

Database 52

Database Track Donor Management 52

Candid

APRIL 23, 2024

DAFs are a significant part of the community foundation portfolio DAFs are popular in no small part because they offer individuals of varying means an accessible way to engage in philanthropy. Donors establish their own funds at a sponsoring organization (such as a community foundation) and can recommend grants from those funds at any time.

Grant 52

Grant Foundation Fund Community 52

Bloomerang

SEPTEMBER 20, 2021

— Need to Build a Campaign Portfolio. Dear Need to Build a Campaign Portfolio, You’re wise to consider all the tools at your disposal, and I’ll get to wealth screening in a minute. First, I’d like to suggest you build a portfolio first. I hope this helps you build your campaign portfolio! — Charity Clairity.

Campaign 86

Campaign Research Database Model 86

.orgSource

FEBRUARY 13, 2023

If your association is lucky enough to have an investment portfolio, a discussion about risk has probably been on the board’s agenda. Similar to the funds in an investment portfolio, lines of business can be weighted differently. Financial managers make understanding the group’s risk tolerance a defining component of their strategy.

Conversation 221

Conversation Challenge Evaluation Associations 221

Charity Village

NOVEMBER 16, 2023

Eligible nonprofit organizations can choose from a curated portfolio of 11 proven […] The post ChangeX launches $50,000 fund to support local groups in City of Toronto and York Region to start or expand impactful community projects appeared first on CharityVillage. This is the first year of the Toronto Community Challenge.

Local 52

Local Fund Group Empowerment 52

Nonprofit Tech for Good

JULY 27, 2014

By partnering with Guidestar and Network for Good , donors can now give to their favorite nonprofits and manage their giving portfolio in one simple, very smart mobile app called the Give App. Review donation portfolio. At long last a mobile app has launched that allows Americans to easily donate to any U.S.-based

Mobile 275

Mobile Donor Giving Fundraising 275

sgEngage

MARCH 15, 2024

This technology has helped Cassie Chilcutt, prospect research manager for the Conservancy, reduce major gift officer portfolios by more than one-third after removing low-likelihood prospects. “(It) It) has helped me identify the correct constituents to place into gift officer portfolios,” she said.

Measure 91

Measure Help Analysis Metrics 91

.orgSource

MARCH 4, 2024

If your members are— Tired of the “same old, same old” product portfolio Turning to for-profit companies for professional development Looking for greater value and diversity in your services Losing interest in networking and in-person meetings —Now might be a good time to reimagine products, services, and pricing.

Strategy 221

Strategy Marketing Detroit Associations 221

sgEngage

SEPTEMBER 7, 2022

Set portfolio size and distribution standards to level the playing field across teams. If one team has a portfolio of 25 and another has a portfolio of 250, that will erode trust and create confusion. Tailor goals and expectations based on each officer’s role, tenure, experience, and portfolio.

Develop 75

Develop Management Gift Proposal 75

DonorPerfect

JULY 13, 2023

How to Diversify Your Fundraising Portfolio to Prepare for Emergencies There are so many reasons nonprofits lose access to once-reliable funding. Perhaps a major donor who consistently gave year after year needed to take care of their grandchild’s unexpected medical expenses.

Fund 52

Fund Foundation Accessibility Fundraising 52

Bloomerang

JUNE 9, 2022

If you don’t already have a major gift portfolio, you can start one by determining who your current major donors are using your donor database. You can expand your portfolio by conducting prospect research to determine who else in your donor database or broader community has a high propensity and capacity to donate to your cause.

Donor 102

Donor Gift Database Relationship 102

Candid

JUNE 16, 2022

The guide also includes case studies about the Kresge Foundation’s journey to connect its health equity portfolio to climate justice by providing support for community hospitals to prepare for climate-related disruptions. Meanwhile, the planet burns and many already vulnerable communities are displaced.

Guidelines 105

Guidelines Participatory Case Study Philanthropy 105

sgEngage

MARCH 11, 2024

Here are a few examples of how AI can save you time while helping build better relationships: Streamline administrative tasks : When you’re juggling 100+ major donors in your portfolio, your whole day could be spent sorting through donor lists, sending emails, and updating multiple systems.

Gift 83

Gift Game Philanthropy Fundraising 83

Bloomerang

MARCH 29, 2024

Today’s question comes from a nonprofit employee who wants advice on what the average foundation portfolio size is for a full-time grant manager: Dear Charity Clairity, What is the average foundation portfolio size for a full-time grant manager? Our Ask An Expert series features real questions answered by Claire Axelrad, J.D.,

Grant 91

Grant Management Proposal Time 91

Candid

FEBRUARY 29, 2024

This reduces the burden on nonprofits asked to fill out demographic surveys in different ways and formats, while providing sector insights and creating visibility for funders looking to better understand their giving portfolios and identify potential gaps. Here we reflect on what we learned and set the stage for where we’re headed.

Demographics 52

Demographics API Profile Grant 52

Bloomerang

DECEMBER 19, 2023

Imagine how efficiently you could use this data to build both major and mid-level portfolios. What’s most valuable by far, however, is that you can finally have the major gift portfolio of your fundraising dreams—filled with major gift donors and insight into their generosity. How are you finding your most generous donors?

Donor 78

Donor Gift Student Demographics 78

sgEngage

DECEMBER 19, 2022

4 Secrets to a Successful Fundraising Portfolio Review by Tanya Cole, Blackbaud. Does your fundraising portfolio have enough short-term potential to meet this year’s goal? What changes have prospects experienced in the past year? Here are some tips to make your data shine.

Blackbaud 74

Blackbaud Retention Policy Consultant 74

Bloomerang

APRIL 19, 2021

In “ Who Gets to Be in Your Nonprofit’s Major Donor Portfolio ” we looked at how to qualify a major donor prospect to be in your portfolio. First, a reminder: One full-time person can only handle cultivating a portfolio of 150. Perhaps you’ll need to spread your portfolio across a range of people (e.g., Work with them.

Donor 126

Donor Gift Retention Director 126

The Fundraising Authority

MARCH 28, 2021

A well-crafted communications and marketing plan is vital to avoiding churn within this segment of your portfolio. While you are certainly grateful for their contributions, it can be difficult to keep these constituents engaged for the long haul.

Volunteer 189

Volunteer Donor Storytelling Linkedin 189

Charity Village

JUNE 18, 2021

A nonprofit organization’s insurance portfolio is one part of a larger risk management program that includes risk avoidance and reduction through corporate safety programs, human resource policies, risk transfer via contracts, and risk retention through deductibles and self-insured retentions. […].

Program 60

Program Organization Retention Policy 60

Bloomerang

AUGUST 7, 2021

You have the right person in this job; they’ve got wrong things in their portfolio. they don’t have time to get out of the office, commit to moving these tasks to someone else’s portfolio. There are a few things that may be going on here: You have the right person in this job; they need some training and/or coaching.

Develop 119

Develop Gift Charity Teach 119

Donor Search

DECEMBER 9, 2021

Look at your portfolio. If you write it down, it’ll happen. Do you have a cultivation plan for each of your qualified* prospects? By plan, we mean how much, for what, when, and HOW you’ll get to the ask. Nonprofits use Prospect Tracking to reach fundraising goals by making sure there’s a plan for every ask.…

Track 52

Track System Goal Fundraising 52