Advanced Certificate in Donor Portfolio Planning
-- ViewingNowThe Advanced Certificate in Donor Portfolio Planning is a comprehensive course designed to empower fundraising professionals with the skills to build and manage effective donor portfolios. This certificate focuses on the importance of data-driven strategies, prospect research, and relationship building in major gift fundraising.
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โข Donor Prospect Research: Identifying potential major donors through researching wealth indicators, philanthropic interests, and past giving history.
โข Donor Segmentation: Categorizing donors based on giving history, capacity, and engagement to create personalized communication strategies.
โข Portfolio Management: Balancing a portfolio of donors, ensuring a mix of current and prospective supporters, and monitoring progress towards fundraising goals.
โข Relationship Building: Developing and maintaining strong relationships with donors through effective communication, stewardship, and engagement opportunities.
โข Donor Engagement Strategies: Designing and implementing strategies to increase donor engagement, including events, volunteer opportunities, and personalized communications.
โข Data Analysis: Analyzing donor data to identify trends, patterns, and insights to inform portfolio management and fundraising strategies.
โข Proposal Writing: Crafting compelling proposals that address donors' interests, align with organizational goals, and articulate the impact of their giving.
โข Donor Retention: Implementing strategies to retain donors, such as recognition programs, regular communication, and demonstrating impact.
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