Episode 138

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Published on:

28th Apr 2026

Pruning Your Portfolio to Grow Your Results

Pruning isn't loss. It's care.

For years, fundraisers have been told that a bigger portfolio means a healthier pipeline. In my experience, the opposite is usually true.

A focused list closes more gifts, and a focused fundraiser feels more human at the end of the week.

In this week's episode of The Intentional Fundraiser, I walk through the four lenses I use to decide who stays on an active portfolio, who graduates to stewardship, and who pauses for now. I also share the language to use with leadership when you propose a leaner, sharper list.

What if the bravest move you make this quarter is to take 10 names off your portfolio on purpose?

Give this episode a listen and pass it along to a fundraiser or development leader who needs permission to focus. The donors who stay on your list deserve your best, and so do you.

More from Tammy Zonker

Author of Calling All Heroes

Founder of Fundraising Transformed

President of Modern Institute for Charitable Giving

Learn more about the Excellence in Major Gift Fundraising Seminar

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About the Podcast

The Intentional Fundraiser Podcast
Welcome to The Intentional Fundraiser Podcast. I'm your host, Tammy Zonker, and I'm thrilled you're here.

I've spent nearly three decades specializing in major gifts. I’ve seen how major gifts often form the backbone of an organization’s financial stability, and yet, I know many of us find this area particularly challenging. Time and again, I’ve been approached by fundraisers and nonprofit leaders eager to establish or supercharge their major gift programs. It’s become crystal clear that there’s a growing hunger for training and expertise in this area.

I’ve had the incredible privilege of working with nonprofits from all around the world helping organizations collectively raise nearly one billion dollars. During this time, I’ve developed strategies and tools that have consistently helped organizations transition their mid-level donors into major donors through meaningful engagement. It’s a process that, when done consistently, can truly catapult an organization’s major gift fundraising to the next level.

Whether you’re a seasoned major gift officer looking to refine your approach, a development director aiming to build a powerhouse program, an executive director looking to scale your organization’s capacity for transformational giving, or a board member seeking to understand the transformative potential of major gifts, The Intentional Fundraiser podcast is your source for growth and excellence in major gift fundraising.

So, buckle up! We're about to embark on a journey to take your major gift program to the next level – and beyond. Let's get intentional about major gift fundraising!

Keep transforming,
Tammy Zonker
Major Gift Expert & Keynote Speaker
Fundraising Transformed

#ScaleRaiseDo

About your host

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Tammy Zonker

Hey, There! I’m Tammy Zonker.

I'm the Founder and President of Fundraising Transformed and host of The Intentional Fundraiser Podcast.

I’ve been a major gifts strategist and fundraising expert for more than 25 years. I’m also a certified AFP Master Trainer and international speaker.

I’ve Led and trained thousands of nonprofit social service organizations, private schools, colleges and universities, and healthcare organizations to collectively raise more than a half-billion dollars — and counting — including a single gift of $27.1M.

I have served as adjunct faculty at Indiana University and technical editor for Wiley Publishing’s “Fundraising for Dummies” third edition.

I currently serve as Dean at the Institute for Charitable Giving, a member of the AFP International Conference Education Committee, a member of the Nonprofit Quarterly’s Editorial Advisory Board, a contributing writer to NonProfit PRO, and an advisor at Capital Campaign Pro.

I would love to learn more about the amazing work you do and explore how we can work together to take your fundraising to the next, next level.