Developing Prospect Portfolios

OVERVIEW

Are you spending the appropriate amount of time on the right donors and prospects? A well-defined portfolio can help ensure that gift officers are focused and allocating their time efficiently. But determining which prospects belong in portfolios, and then assigning them to the right staff, can be as much of an art as it is a science. Having a strong process in place for establishing, maintaining, and evaluating portfolios will go a long way toward achieving your program goals.

Register now to learn effective portfolio management techniques for maximizing your fundraising efforts.

This webinar is eligible for 1.25 points of CFRE credit.

WHAT YOU'LL DISCOVER

• Guidelines for determining which prospects belong in portfolios
• Methods for assigning prospects to the right gift officers
• Tips for maintaining and refreshing portfolios on an ongoing basis
• Strategies for evaluating portfolio health and gift officer performance
• Examples from other institutions, and more!

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