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.
At the Moody Bible Institute, a small idea to connect with mid-level donors evolved into a transformative giving program — driving donor engagement and boosting revenue. Learn the strategies and metrics behind this success and how to apply them within your fundraising efforts.
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.