Latest / The Intentional Fundraiser Podcast
Pruning Your Portfolio to Grow Your Results
Pruning isn't loss. It's care.
For years, fundraisers have been told that a bigger portfolio means a healthier pipeline. In my experience, the opposite is usually true.
A focused list closes more gifts, and a focused fundraiser feels more human at the end of the week.
In this week's episode of The Intentional Fundraiser, I walk through the four lenses I use to decide who stays on an active portfolio, who graduates to stewardship, and who pauses for now. I also share the language to use with leadership when you propose a leaner, sharper list.
What if the bravest move you make this quarter is…
The skinny
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