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For leaders and ops team members at small to midsize nonprofits to get guidance, uplifting, and resources for nonprofit data, database, and operations.

Ops Insights #038 Prospect Strategy vs. Portfolio Review Sessions
Jenny Kleintop Jenny Kleintop

Ops Insights #038 Prospect Strategy vs. Portfolio Review Sessions

If you can grow and solidify your prospecting efforts and nurture a proactive and collaborative working relationship between frontline and data/ops team members, you will excel in your fundraising efforts. One way to boost these efforts is learning to run effective prospect strategy sessions and portfolio reviews. Let’s talk through the difference.

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Ops Insights #012 Prospect Lifecycle
Jenny Kleintop Jenny Kleintop

Ops Insights #012 Prospect Lifecycle

An intentional process to move prospects through the pipeline is essential to closing more and larger gifts. The Prospect Lifecycle is your answer. Learn to solidify your process.

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