Responsive Lab Podcast EP 55: How to Manage your Mid-Major/Major Donor Portfolios for Real Results with Gail Perry, Missy Gale, and Andrew Olsen
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Sep 18, 2025 Join fundraising experts Missy Gale, a major gift strategist, and Gail Perry, a consultant renowned for her insights on transformational fundraising, as they dive into effective donor management. They discuss the importance of balancing long-term relationships with fiscal deadlines and adapting to changing donor behaviors. Discover actionable strategies for portfolio segmentation, leveraging donor signals, and nurturing mid-level donors. Learn how to move beyond generic outreach to build real connections and drive impactful results in your fundraising efforts.
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Episode notes
Prioritize Major Gifts For Short-Term Goals
- Focus on major donors to meet near-term fiscal goals because larger gifts close faster and more efficiently.
- Continue stewarding everyday and mid-level donors so long-term revenue stays healthy.
Mid-Level Donors Are Future Major Gifts
- Invest upstream in mid-level donors so they can become major donors over time.
- Mid-level cultivation expands your future major donor pipeline.
Follow The Dollars And Prioritize Likely Givers
- Spend time with donors most likely to give in the next six months to hit short-term targets.
- Also qualify new portfolio additions and steward recent givers to keep momentum.