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Survey Results: Developing Portfolios – 2022

Research conducted on 08/25/2022

The following data was collected as a part of AGN's ongoing research on industry trends and best practices. It reflects the perspectives, priorities and opinions of active fundraising professionals at educational institutions and other nonprofits. To find additional research and discover other tools for fundraising success, visit AGN's Resource Center or contact us at [email protected] or call 888.407.5064.


What do you think is the ideal number of prospects to have in a portfolio?


 

How consistent/reliable are gift officers at your institution when it comes to writing contact reports after prospect meetings?


 

What percent of the prospects that you manage do you anticipate will make a gift this fiscal year?


To find additional research and discover other tools for fundraising success, visit AGN's Resource Center or contact us at [email protected]algivingnetwork.com or call 888.407.5064.