Best Practices in Portfolio Management

In fundraising, classic prospect research and management is the process of moving a prospect through the life cycle 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—the same idea as "garbage in, garbage out" for databases. Utilizing data from the 150+ institutions in the Blackbaud Fundraiser Performance Management™ community, we'll take a look at a variety of factors to consider when creating a portfolio management strategy. In this session, we will define portfolio management practices such as hygiene, coverage, churn, composition, and review, and examine how each can help set up officers for greater success.
Blackbaud Fundraiser Performance Management, Blackbaud Raiser’s Edge NXT, Gifts Insights and Prospect Research
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