Did you know GivingDNA can help you manage gift officer portfolios, helping you stay on track of goals and identifying opportunities?
As we all know managing major gift portfolios is essential for building strong donor relationships, maximizing fundraising potential, and strategically allocating resources. It helps ensure the long-term sustainability and success of your organization.
That said it's not always easy to consistently stay on top of, nor is it always easy to see who you should prioritize.
Here at GivingDNA we're making it easier to track portfolio performance and uncover insights on your donors, so you know where to spend your time most effectively.
Watch this video to see how you can create your portfolios in GivingDNA and the benefits it provides!
If you're interested in learning more, reach out to your success manager today or contact us at email@example.com