EP 55: How to Manage your Mid-Major/Major Donor Portfolios for Real Results with Gail Perry, Missy Gale, and Andrew Olsen episode artwork

EPISODE · Sep 18, 2025 · 48 MIN

EP 55: How to Manage your Mid-Major/Major Donor Portfolios for Real Results with Gail Perry, Missy Gale, and Andrew Olsen

from Responsive Lab Podcast · host Virtuous Software

In this special episode of The Responsive Lab, fundraising experts Missy Gale (M. Gale & Associates), Gail Perry (Gail Perry Group), and Andrew Olsen (DickersonBakker) discuss how to balance long-term relationship building with the realities of fiscal year deadlines, limited capacity, and changing donor behaviors.   You’ll learn practical strategies for portfolio segmentation, leveraging donor signals, stewarding mid-level donors, and moving beyond “spray and pray” tactics.   Learn more about Virtuous at virtuous.org/learnmore and download your free Nonprofit CRM Checklist at virtuous.org/crmchecklist

Episode metadata supplied by the publisher feed · Published Sep 18, 2025

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In this special episode of The Responsive Lab, fundraising experts Missy Gale (M. Gale & Associates), Gail Perry (Gail Perry Group), and Andrew Olsen (DickersonBakker) discuss how to bala...

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EP 55: How to Manage your Mid-Major/Major Donor Portfolios for Real Results with Gail Perry, Missy Gale, and Andrew Olsen

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