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Our parent company, Pursuant Group, has merged with Allegiance Group. Learn more!

How to Manage Major Gift Programs and Portfolio Optimization

“We track donor health… identify downgrades as well as loss, but we also want to track those individuals who are staying the same in any given year. Those are the people we want & need gift officers to really focus on moving to the next level of giving.”

In this brief video, learn how GivingDNA can be a powerful tool to identify opportunities, and manage major gift programs and portfolio optimization.