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KPIs: Every Goal Needs a Guide
Data Science · Analytics · Reporting · Benchmarking · Case Study
KPIs: Every Goal Needs a Guide
By Bianca Eakes | May 01, 2025
Debunking Dunbar: Part 3
Relationship Management · Major Giving
Debunking Dunbar: Part 3
By Juliet Carpenter | September 26, 2024

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.

Debunking Dunbar: Part 2
Relationship Management
Debunking Dunbar: Part 2
By Juliet Carpenter | August 08, 2024

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.

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