Evaluating the 1:1 Donor Portfolio, Seeing the right people

Face to face visits are the most effective fundraising approach to build donor relationship, but they are time consuming in the short term while the results may not be realized for a prolonged period of time. How do you know if you're seeing the "right" people? How do you balance the number of visits between known givers and potential, but lesser known, givers? With tight budgets and limited human resources, reassessing your 1:1 Donor Portfolio is an important part of strategically managing your fundraising effort. At this Roundtable session, we'll talk about how to build a donor portfolio, assess an existing list, and leave with confidence knowing when to add and remove prospective givers.