Portfolio Clarity
Looking at prospect records one by one can be a flagging task and one that doesn't really get to the heart of major gifts strategy.
Use this handy worksheet instead to see the entire portfolio clearly and to make adjustments on the spot for the best possible success in your fundraising program.
Ruthie Giles is offering this workbook now in advance of the publication of her book, Prospect Management: An Essential Guide, scheduled for publication in July, 2025.