Did you know GivingDNA can help you analyze your major gift portfolios?
Major gift portfolios are a key aspect of your fundraising efforts. Regular assessment of those portfolios provides insights into donor engagement, identifies opportunities for cultivation and reduces the likelihood of lapsed donors. GivingDNA can help you track the health of your portfolios and performance.
The first step to analyzing your portfolios is to map your relationship manager's name to a gift officer. Watch this video to learn how to create a portfolio and view your top 30 donors, your donor’s locations as well as a list of active and lapsed donors.
Watch this video to see how you can create your major donors portfolios!
If you're interested in learning more, reach out to your success manager today or contact us at support@givingdna.com