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 to take 10 names off your portfolio on purpose?Give this episode a listen and pass it along to a fundraiser or development leader who needs permission to focus. The donors who stay on your list deserve your best, and so do you.More from Tammy ZonkerAuthor of Calling All HeroesFounder of Fundraising TransformedPresident of Modern Institute for Charitable GivingLearn more about the Excellence in Major Gift Fundraising SeminarSubscribe to Tammy Zonker's Scaling Major Gifts newsletterConnect with Tammy Zonker on LinkedInGuest: Name, Title, CompanyResources: Show notes, links, and resources mentioned in this episode.Review my show: Please review my show. After you click the link, scroll to the bottom, first tap to rate with five stars, and then tap “Write a Review.” Then, let me know what you liked most about this particular episode or how you find my podcast helpful, valuable, insightful, or inspiring in some way.Privacy Policy: See Privacy Policy at https://www.fundraisingtransformed.com/policies