Best Practices in Major Gift Portfolio Management

In fundraising, classic prospect research and management is the process of moving a prospect through the lifecycle of major gift solicitation. But there is often little discussion of how portfolio management strategies can impact an officer’s ability to successfully take the prospect through the journey from qualification to solicitation to stewardship. What goes into portfolios has a lot to do with the results that come out of that portfolio. It's the same idea as "garbage in, garbage out" for databases. In this session, we will define portfolio management practices such as hygiene, coverage, churn, composition, and review. We'll also examine how each can help set up officers for greater success.

Friday, October 15, 2021
12:00 PM - 12:30 PM (EDT)
Organization Type (dont use)
Faith Communities, Foundations, Healthcare Organizations, Higher Education Institutions, Individual Change Agents, K-12 Schools, Nonprofit Organizations, Arts & Cultural Organizations
Job Type
Development / Advancement, Executive
Solution Focus
Fundraising, Modeling & Prospect Research, Performance Analysis and Benchmarking
Blackbaud Solutions
Blackbaud Fundraiser Performance Managementâ„¢
Knowledge Level