Frequently Asked Questions
How many meaningful contacts should a major gift officer make monthly?
12-15 meaningful contacts (personal visits, significant phone calls, or tailored correspondence). Not mass emails or event attendance.
What is a reasonable major gift officer portfolio size?
100-150 assigned prospects. Fewer than 80 suggests capacity for growth; more than 175 means quality suffers.
How do I define a 'meaningful contact'?
A substantive, personalized interaction that advances the relationship — a discovery visit, cultivation lunch, proposal presentation, or personal thank-you call. A mass email does not count.
Related Articles
Try sherbertOS free
See how sherbertOS simplifies your nonprofit operations.