In the final installation of this article series exploring the origins of a common industry benchmark for major gift officer portfolio size, author Juliet Carpenter shares real-world examples of organizational portfolio targets.
Despite many principal and major gifts portfolio teams following the general industry guideline of maximum prospects for a portfolio, a common conclusion is that this "one size fits all" approach doesn't cut it. In part two of this series, explore factors to consider in determining the ideal portfolio size for your organization’s gift officers.
When a team leader asked Apra Content Development Committee member Juliet Carpenter to research industry guidelines on prospect capacity, she fell into an unexpected rabbit hole involving primates, the human brain and questionable conclusions. Come along for the ride in the first of this two-part series.