Your Major Gift Portfolio: How to Decide Who Gets Your Time This Week

In this episode of the Hey Fundraiser podcast, Mary Petersen discusses the importance of portfolio triage in fundraising. She emphasizes that the scarce resource in major gifts is the fundraiser's time and attention, not the donors themselves. By categorizing donors into three priorities, fundraisers can focus their efforts on those most likely to give, ensuring that their time is spent effectively. Mary provides practical strategies for engaging with priority donors and highlights common mistakes to avoid in donor management. The episode concludes with a structured weekly triage plan to help fundraisers maintain focus and momentum in their efforts.

Check out the Momentum Webinar here - it's pre-recorded so you can watch it immediately!

#fundraising #donor management #major gifts #nonprofit strategy #donor engagement #fundraising tips

🪑 The Small Table Intensive. Half a day. Build or rebuild your major gift program around fewer donors and deeper relationships, using the methodology from my book Small Table Big Philanthropy.

🎯 The Ask Workshop. Half a day. The exact words to use when it's time to ask for 5 and 6-figure gifts. Walk in nervous about the ask. Walk out with the script.

More from Mary:

📘 Mary's books. What to Say and Small Table Big Philanthropy. The books behind the methodology.

🔥 Major Donor Meeting Mastery. My step-by-step system for donor meetings that move the relationship forward.

👩🏻‍💻 Momentum Training. My complete packaging + ask system, all in one place.

💻 Connect with Mary Petersen

• Website: heyfundraiser.com
• YouTube: @heyfundraisers
• Instagram: @heyfundraiser
• LinkedIn: ...