Gail Perry Group Presents:

Is Your Major Gift Portfolio Working?

How to Focus Your Team on the Right Donors and Improve Results

Thursday, December 10, 2026  |  12:00 p.m. ET  |  Complimentary 60-minute webinar on Zoom

Every fundraiser has a list of names. The most productive ones have something more: a portfolio that shows them exactly who needs their time this month, and why.

A well-run portfolio is a focusing tool. When it’s staged, measured, and reviewed on a regular rhythm, your team spends its hours with the donors most likely to make a significant gift, and leadership can see the pipeline moving. More than 150 organizations and teams have learned this system from the Gail Perry Group, and now we’re sharing the core of it with you.

This webinar is your practical guide to a portfolio that works as hard as your team does.

Can’t make it live? Register anyway and we’ll send you the recording.

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What You’ll Walk Away With:

  • A clear way to tell suspects from qualified prospects, so your team’s time goes to donors who are able, willing, and interested

  • A simple four-stage system for organizing every prospect, plus a look at what a healthy portfolio of 100 includes

  • Monthly contact targets and the six metrics that show whether your pipeline is moving

  • A portfolio review agenda your team can use right away to turn metrics into decisions, and decisions into gifts

You’ll leave with a system you can put to work the next time your team sits down to review its portfolio.

You’re not the only one asking these questions.

Why does the same donor stay in cultivation year after year? How many prospects should one gift officer carry? What should a portfolio review meeting cover? Development teams of every size wrestle with these questions, and the answers are more systematic than most people expect.

Come ready to look at your own portfolio with fresh eyes. We’ll walk through how productive teams organize their prospects, which numbers they watch, and how they keep donors moving from qualification to stewardship. It’s one hour that could reshape how your team spends the rest of the year.

Who Should Watch

This session is designed for:

  • Major gift officers who want a clearer way to prioritize their portfolio
  • Development directors and chief development officers who manage gift officers and need a clear view of the pipeline
  • Executive directors who want confidence that their major gift program is focused on the right donors
  • Fundraising teams building or rebuilding a major gift program

If major gifts are part of your revenue plan, this conversation is for you.

Your Expert Panel

You’ll hear from experienced Gail Perry Group consultants who work directly with nonprofit fundraising teams every day:

Gina C. Vaughn

Gina C. Vaughn, Chief Client Services Officer

Gina oversees the consulting practice at Gail Perry Group and is the architect of GPG’s Growth Plan framework. She brings deep experience in campaign counsel, growth planning, and strategic donor engagement, and she coaches development teams on building the major gift capacity that sustains long-term growth.

Olivia Peraino

Olivia Peraino, Consultant

Olivia came to Gail Perry Group from university advancement, where she worked alongside major gift officers and built reporting systems that freed up more of their time for donors. She helps development teams put structure, data, and practical tools behind their major gift work.

Jen Herrmann

Jen Herrmann, Vice President of Business Development

Jen is GPG’s lead connector between organizations and the consulting resources they need. She works closely with nonprofit leaders as they strengthen their fundraising programs and brings a strategic lens to matching each organization with the right approach at the right time.

Together, they’ll share what they’ve seen work with more than 150 organizations and teams: how to stage your portfolio, which numbers to watch, and how to keep your best prospects moving toward a gift.

What Others Are Saying

“These expert colleagues from the Gail Perry Group provide invaluable insights that have transformed our major gift program. Their webinars are a must-attend for any serious fundraising professional.”

Give your best donors the focus they deserve. We’ll help you do it.

Save my seat!

Thursday, December 10 at 12 p.m. ET. Complimentary to attend; the recording will be sent to every registrant.

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