Best Practices in Portfolio Management
Date & Time
Tuesday, October 15, 2019, 4:15 PM - 5:00 PM
4:15 PM - 5:00 PM
Governor's Ballroom E
In fundraising, little is discussed about the role that portfolio management plays in moving a prospect from identification to solicitation to stewardship. In this session, we will define and look at how portfolio management practices such as hygiene, coverage, churn, composition, and review can help make or break the cycle.
Development/Advancement Staff, Director of Development/Advancement, Executive Director
Analytics, Fundraising & Relationship Management