Many major donor fundraisers have a list of some kind. Some have a spreadsheet. A few have a CRM with names in it. But research across 200+ UK charities found that only 24% have a prioritised list of potential major donors.

If you're one of the 24%, this session will help you use it better. If you're not it's a good place to start.

A well-built, well-run major donor portfolio isn't an admin task. It's one of the most powerful tools a fundraiser has: telling you where to go next, who is ready to move forward, and where your pipeline has gaps.

The problem is that most portfolios go stale. The same names sit on the list year after year, with no clear timeframes, no criteria for progress, and no structure for deciding when someone no longer belongs. Tracking donors is important — but tracking alone isn't enough.

This major donor fundraising training session reframes the portfolio entirely: not as a tracking exercise, but as the engine of your major donor programme.

What you'll leave with

By the end of the session, you'll know how to:

* Build or restructure a portfolio that reflects where your relationships actually are

* Assess whether your portfolio is balanced — and what to do if it isn't

* Conduct a meaningful portfolio review with your manager or team

* Identify opportunities that go beyond the 7 stages of solicitation

* Know when to invest further in a relationship — and when to release a prospect

* Use major donor cultivation data to drive your next actions with confidence

The session includes a live Q&A with ua so you can get direct answers to the challenges you're facing in your own fundraising. All attendees receive a recording to revisit at any time.

Who is this for?

This webinar is ideal for major donor fundraisers at any stage — whether you're building your first portfolio, trying to make better use of an existing one, or a manager looking to introduce more rigour into how your team reviews and develops their high value fundraising programmes.