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3 Steps to Managing Your Prospect Portfolio in 2024

NonProfit PRO

Managing a prospect portfolio wisely is key to fundraising success. Here are three steps to manage your prospect portfolio this year.

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Charity Navigator Acquires Giving Portfolio Platform Causeway

NonProfit PRO

The Causeway platform allows donors to give directly to nonprofits through personal giving portfolios, expanding donors' ability to become sustainers and philanthropists for their favorite causes. Charity Navigator has acquired startup Causeway.

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Moving Up or Moving Out: A Donor-Centric Approach to Portfolio Management and Handoffs

NonProfit PRO

Join our expert panel featuring two seasoned fundraising experts as they cover the state of portfolio management and share best practices for when to move up or move out. Key topics include the keys to seamless donor relationship continuity and how to build internal processes to support smooth gift officer transitions.

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Do a Gut Check With Your Donor Portfolio

NonProfit PRO

Even if you have 150 donors in your portfolio right now — the maximum number of donors in a qualified portfolio — my guess is that over half of them would not pass the gut-check test. If you’ve never done this gut-check exercise, I urge you to do this immediately.

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New Data: Foundation Portfolios Gained $230 Billion

The NonProfit Times

foundation portfolios grew more than 17%, or $230 billion, during the period covering all of 2023 (11% growth) and the first quarter of this year (6% growth) to reach a record high of $1.55 These were roughly in line with returns for the traditional balanced institutional portfolio of 60% stocks and 40% bonds. for that year.

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Stop Using Donor Wealth Ratings to Build a Portfolio

Veritus Group

Here are the problems you'll encounter if you rely on donor capacity and wealth ratings as your primary method of building a portfolio. The post Stop Using Donor Wealth Ratings to Build a Portfolio appeared first on Veritus Group.

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The Portfolio Defense of ESG

Stanford Social Innovation Review

By Frederick Alexander Shareholder stewardship should prioritize companies’ effects on the economy and investors’ entire portfolios.

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