Guide - The Donor Prioritization Matrix

Your portfolio is not a to-do list. 

But it can feel like one.

Too many names. Too many possibilities. Too many people you could reach out to — and not enough time to give every relationship the same level of attention.

The Donor Prioritization Matrix helps you decide where your energy belongs.

Instead of relying on wealth screening alone, you’ll look at four things that matter in major gift fundraising.

Then you’ll use that assessment to decide what to do next.

What’s Inside

You’ll get:

• The donor prioritization matrix
• Guiding questions for evaluating each donor
• A donor-by-donor worksheet
• Prompts to assess next moves
• Suggested priority categories
• Space to identify the next right move
• A planning section for relationship strategy

This is especially useful when your portfolio feels crowded, your time is limited, or you’re trying to decide who belongs in your Top 10 and Next 20. Because the goal is not to do more with everyone.

It’s to know where your attention can make the biggest difference.