Major Gift Portfolio Analysis

Our major gift portfolio analysis process helps advancement leaders and managers optimize the size and composition of each gift officer’s portfolio of prospects. By scoring households’ capacity and propensity to give major, planned, and annual gifts, each fundraiser can focus on only the best and most likely donors.

Using the ratings derived from the DonorScape prospect analysis, we will analyze the strength of your gift officers’ portfolios. The resulting data clearly shows which prospects are “assigned” and “unassigned” to a portfolio, and we further segment assignments according to prospects’ capacity and propensity to give and which unit they might most likely give to within your organization. As a result, you can easily prioritize prospects and determine which gift officer portfolios need “rebalancing.” Effectively, this tool helps you to focus your limited and expensive major gift staff resources on your most promising prospects. Major gift portfolio assignments and reports are available in DonorScape and can easily be synchronized with your donor relationship management system.

Effectively, this tool helps you to focus your limited and expensive major gift staff and resources on your most promising prospects.

The chart below demonstrates the parsing of wealth and major giving codes between assigned and unassigned prospects.


Portfolio Analysis is great for organizations across many sectors

  • Higher Education
  • Healthcare
  • Independent Schools
  • Arts & Culture
  • Voluntary/Social Services
  • Associations

Higher Education

Focus advancement staff and resources with powerful queries and instant, presentation-ready reports. Screen new donors and prospects on your schedule, in bulk and on-the-go.

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Healthcare

Few nonprofits can claim the sheer volume of new prospects like healthcare systems and medical institutions. DonorScape helps you build and maintain a successful grateful patient program, and convert those prospects to donors efficiently.

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Independent Schools

Securing philanthropic support beyond that of current parents can be a challenge. DonorScape delivers comprehensive information about alumni giving capacity and behavior so you can help this donor segment reconnect with their educational roots.

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Arts & Culture

Make the most of your robust and renewable prospect pipelines with DonorScape by overlaying patron, viewership, or listenership data with gift capacity insights.

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Voluntary/Social Services

DonorScape is more than a philanthropic screening tool—it’s a window into donors’ giving behavior, charitable interests, and affiliations. Find donors with the capacity and motivation to support your cause.

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Associations

The last thing you want to do is leave gifts on the table. With DonorScape, you can target new prospects for acquisition and identify viable donor upgrade opportunities at the same time.

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Here’s what current users are saying about DonorScape Products

I’m very happy that we are continuing to work with GG+A on multiple fronts. I was very successful in bringing the DonorScape® data into our database. I’m really pleased with how it turned out, and it’s already helping the development staff and leadership tremendously.

Arts & Culture/Performing Arts Celebrity Series of Boston

We looked at GG+A at an important time for our school – to guide us in building a comprehensive major gifts program that could thrive outside of a major campaign. From data collection at the outset of the project to the analytical and data-driven deliverables that included DonorScape screening, GG+A has helped us define and focus priorities, giving us the building blocks for success.

Independent School Latin School of Chicago

We’re still using the DonorScape data on a daily basis – segmenting, establishing prospects and profiles. It comes into play in much of what I do. Prospect Research uses the DonorScape site for research and prospect profiles.

Higher Education Louisiana Tech University

DonorScape is innovative, practical, and user-friendly. The ongoing customer support is second to none. I have complete confidence that I am working with the best in the business.

HealthCare UCLA Health

I’ve worked with many companies where one person provides excellent service, but everyone I’ve worked with on DonorScape, from sales to technical staff, has been excellent.

Higher Education Gonzaga University

The data we receive from DonorScape is now an integrated part of how we look at our donors and prospects. Right after looking at giving and relationships, we look at gift capacity as determined by DonorScape.

Arts & Culture The Huntington Library, Art Collections, and Botanical Gardens

Pricing

Contact us today to determine Portfolio Analysis scope and pricing.

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