The Intentional Fundraiser Podcast

Pruning Your Portfolio to Grow Your Results


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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 Zonker

Author of Calling All Heroes

Founder of Fundraising Transformed

President of Modern Institute for Charitable Giving

Learn more about the Excellence in Major Gift Fundraising Seminar

Subscribe to Tammy Zonker's Scaling Major Gifts newsletter

Connect with Tammy Zonker on LinkedIn

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The Intentional Fundraiser PodcastBy Tammy Zonker

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