New Officer Roles Calls for New Rules in Portfolios

With the increase in new officer roles in Leadership or mid-level giving, many of which hold portfolio assignments, best practices in major giving portfolio management may not necessarily align with the responsibilities and expectations of these officers. In this session, we’ll define and explore how these new roles can help build a sustainable pipeline. We will also look at initial metrics and data from over 150+ higher education institutions to discover trends that could inform best practices in portfolio management for these new officer roles.

Organization Type
Faith Communities, Foundations, Healthcare Organizations, Higher Education Institutions, Individual Change Agents, K-12 Schools, Nonprofit Organizations, Arts & Cultural Organizations
Higher Education
Job Type
Development / Advancement, Executive
Solution Focus
Fundraising, Modeling & Prospect Research, Performance Analysis and Benchmarking
Blackbaud Solutions
Blackbaud Fundraiser Performance Management™
Knowledge Level
Intermediate: 1-3 years of experience with the topic/product; comfortable with basic functions; looking to dive deeper