Prospect Strategy & Portfolio Optimization
Help Your Fundraisers Focus on the Right Prospects at the Right Time
Inefficient Portfolios are Slowing Your Team Down.
Bloated portfolios, mismanaged pipelines, and limited time for strategic planning can keep your best prospects hidden in plain sight. Fundraisers spin their wheels, donors disengage, and growth stalls. That’s where Caritas Insights comes in.
We help your team cut through the noise and focus where it counts.
At Caritas Insights, we work with fundraising teams to realign portfolios, sharpen prospect strategy, and strengthen the processes that support healthy, high-performing portfolios. The result? Data-driven prospect development that moves the needle.
Fundraising efficiency isn’t just an internal win; it’s also a donor-facing strategy. Every touchpoint with a prospect must be meaningful, timely, and backed by intent. Portfolio optimization ensures your top prospects receive the right outreach at the right time, while freeing fundraisers from chasing cold leads or dormant relationships.
Why Portfolio Optimization Matters
We Can Help You:
Segment and score prospects to match them with the right portfolios, and ensure your best prospects aren’t stuck in pipelines
Use predictive models to flag high-likelihood donors for outreach or visits
Develop disqualification and reclassification protocols to manage dead weight
Apply best-practice frameworks for portfolio size, structure, and refresh cycles
A Strategic, Data-Driven Approach to Portfolio Management
At Caritas Insights, we partner with advancement teams to evaluate, refine, and rebuild prospect strategies and portfolio structures.
Our process is rooted in your data, aligned to your goals, and tailored to your institution.
More Than Strategy: Tools That Stick
Optimization doesn’t end with a strategy—it needs operational support. We don’t just advise; we build systems that make portfolio management sustainable.
Typical deliverables include:
Portfolio audit reports to flag risks, opportunities, and inefficiencies
Custom dashboards to monitor assignment balance, pipeline strength, and activity levels
Scoring models to guide prioritization and decision-making
CRM-integrated workflows to support disqualification and reassignment
Benchmarking tools for portfolio sizes and thresholds by role or donor tier
Everything we build is grounded in your real-world context and designed to scale with your team.
Turn Insight Into Action
Your donor base is limited. Your staff’s time is even more so. Portfolio optimization is the bridge between data strategy and high-value outcomes. By aligning people, processes, and technology, you create the conditions for better fundraising, faster.
Let Caritas Insights help you sharpen your prospect strategy and build high-performing portfolios that drive results today, and long into the future.
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!