Raise: Smarter Donor Directory for Leadership Annual Giving and Major Gifts

Managing a large portfolio means knowing exactly who to search for, filter, and reach out to next — not digging through your CRM to find them. In this live, 30 minute showcase, see how Raise’s donor directory gives leadership annual giving officers and major gift officers a smarter, searchable view of their portfolio, built for fast, targeted outreach.

What you’ll see:

• How to search and filter your portfolio by giving history, last action, and more
• Multi-selecting donors (like everyone who gave on last year’s Giving Day) to request first drafts in bulk
• Setting default templates in MyRaise so every first draft is ready to personalize and send
• Live product walkthrough with time for real-world examples and Q&A

Sylvia Vandever

Account Executive

Gravyty