A fundraising portfolio for nonprofits is the most important tool that your revenue development team has when it comes to managing their goals for the year and keeping track of donor moves management. But what is a fundraising portfolio? Simply put, a fundraising portfolio for nonprofits is where all of your donor and prospect pipeline …
Prospect Research: How to find valuable prospects, build portfolios and save donor relationships … without running a single complicated query. Has this ever happened to you? You’ve been working at your nonprofit organization for a few years and a team member has left and you’re asked to “help out” with their old duties “until …
Wisely’s Prospect Research Primer: Everything You Need to Know Read More »
In part two of our Introduction to Moves Management series we walk you through everything you need to know about fundraising moves management, and along the way, we’ll show you how Wisely nonprofit software can help your fundraising team. If you missed the first part, we covered prospect identification, qualification, and cultivation, you can find …
If you’ve been reading our recent #WiserWithWisely posts on fundraising strategy and Wisely portfolio management software then you know we’ve mentioned moves management quite a few times over the last few weeks. Wisely’s Moves Management strategy is driven by best practices and assisted by AI to give your fundraising team a boost to manage donors …
Every week #WiserWithWisely, Wisely’s Blog, brings to you a topic that’ll help your fundraising journey. This week we talk about how your fundraising team needs to build meaningful relationships with your donors through cultivation and stewardship. Your nonprofit’s fundraising team has many different donor types in their fundraising portfolio and each of these donor types …
Steward and Cultivate Your Mid-Level, Major Gift, and Planned Giving Donors Read More »
