Contents

How to Manage Your Mid/Major Donor Portfolios for Real Results with Gail Perry, Missy Gale, and Andrew Olsen

In this special episode of The Responsive Lab, co-hosts Carly Berna and Scott Holthaus bring you a featured session from the 2025 Responsive Nonprofit Summit.

 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.

Listen Now

Learn More

The Responsive Lab is brought to you by Virtuous.

Virtuous is a software company committed to helping nonprofits grow generosity. Virtuous believes that generosity has the power to create profound change in the world and in the heart of the giver. With that in mind, it’s their mission to move the needle on global generosity by helping nonprofits better connect with and inspire their givers. Learn more about Virtuous and download your free Nonprofit CRM Checklist at virtuous.org/crmchecklist

author avatar
Riley Young

What you should do now

Below are three ways we can help you begin your journey to building more personalized fundraising with responsive technology.

See the Virtuous platform in action.  Schedule a call with our team for personalized answers and expert advice on transforming your nonprofit with donor management software.

Download our free Responsive Maturity Model and learn the 5 steps to more personalized donor experiences.

If you know another nonprofit pro who’d enjoy reading this page, share it with them via Email, Linkedin, Twitter, or Facebook.

The Responsive Maturity Model
5 Steps to More Personalized Donor Experiences
Get Responsive Fundraising Tips
Get updates delivered directly to your inbox.

Summarize with AI

The Twenty You Know: What Happens When Donor Knowledge Stops Being Rationed

The Twenty You Know: What Happens When Donor Knowledge Stops Being Rationed

TL;DR A frontline officer carries 150 names and genuinely knows about twenty. Six officers gives an institution real depth on 150 people, against a file of forty thousand.…
Raise Cart Brings Shopping Cart Giving to Virtuous Raise

Raise Cart Brings Shopping Cart Giving to Virtuous Raise

TL;DR Raise Cart introduces shopping cart giving to Virtuous Raise. Donors can browse projects, select items from your Premium Catalogue, and complete everything in a single checkout. New…
Introducing Virtuous Raise AI Page Builder: Create Donation Pages in Minutes

Introducing Virtuous Raise AI Page Builder: Create Donation Pages in Minutes

Virtuous Raise AI Page Builder helps you create complete donation pages by describing what you want in plain language. A built-in Knowledge Base teaches the AI about your…

Grow generosity with Virtuous

Virtuous is the responsive fundraising software platform proven to help nonprofit organizations increase generosity by serving all donors personally, no matter their gift size.

“Virtuous truly understands nonprofits and the importance of our mission. And their open access to data and built-in custom reports gave us access to the data we need.”
Todd Shinabarger​
Chief Information Officer