Portfolio Horror Stories! Using Data-Driven Insights to Transform Frightening into Fantastic

Is your major gift program haunted by underperforming portfolios? Are your gift officers spending valuable time on prospects who are unlikely to give, while high-potential donors remain hidden in your database? If your portfolios feel more like a horror story than a roadmap to success, this session is your turning point.

Join us for an in-depth look at how to use data-driven tools—specifically Blackbaud’s Prospect Insights and Prospect Insights Pro—to bring clarity, focus, and strategy to your major gift efforts. This session will guide you through practical steps to:

• Diagnose and clean up portfolios by identifying prospects who are unable or unlikely to make a major gift, freeing up space for more promising relationships.
• Uncover hidden gems in your database—new and emerging major gift prospects who may not yet be on your radar but are ready to engage.
• Strategically set ask amounts using giving capacity insights and behavioral indicators, helping your team approach each prospect with confidence and precision.

Whether you're building a portfolio from scratch or refining an existing one, this session will equip you with the knowledge and tools to make your major gift strategy more efficient, effective, and aligned with your organization’s goals.

Say goodbye to guesswork and ghost prospects—it's time to turn your portfolios into powerful engines for philanthropic growth.