In this episode of the Hey Fundraiser podcast, Mary Petersen discusses the importance of portfolio triage in fundraising. She emphasizes that the scarce resource in major gifts is the fundraiser's time and attention, not the donors themselves. By categorizing donors into three priorities, fundraisers can focus their efforts on those most likely to give, ensuring that their time is spent effectively. Mary provides practical strategies for engaging with priority donors and highlights common mistakes to avoid in donor management. The episode concludes with a structured weekly triage plan to help fundraisers maintain focus and momentum in their efforts.

Check out the Momentum Webinar here - it's pre-recorded so you can watch it immediately!

#fundraising #donor management #major gifts #nonprofit strategy #donor engagement #fundraising tips

Stop having “nice meetings” that go nowhere. If you want meetings that end with momentum (next step + timeline + clarity), start here:

🔥 Major Donor Meeting Mastery — my step-by-step system for better donor meetings.
📘 Mary's book — grab the framework and major gift ask scripts.
🎥 Momentum Webinar — learn the core strategy in one sitting.

💻 Connect with Mary Petersen

• Website: www.heyfundraiser.com
• YouTube: @heyfundraisers
• Instagram: @heyfundraiser
• LinkedIn: Mary Petersen
• Email: [email protected]