Fundraising Portfolio

How to Build and Grow Your Fundraising Portfolio 

Today on #WiserWithWisely we’re going to cover how to build and grow your fundraising portfolio. Building and growing your fundraising portfolio will help your fundraising team achieve higher revenue goals and will help scale the growth of your fundraising program at a rate that’s manageable for your fundraisers.  It’s important for your fundraising team to …

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What is a Fundraising Portfolio for Nonprofits?

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 …

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Wisely’s Prospect Research Primer: Everything You Need to Know

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 …

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Fundraising Moves Management (part two)

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 …

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Introduction to Moves Management (Part One)

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 …

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