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. In this session, we'll examine the role portfolio management plays in moving a prospect from identification to solicitation to stewardship.
Intermediate: 1-3 years of experience with the topic/product: comfortable with basic functions; looking to dive deeper
Arts & Cultural Organizations, Companies, Education Institutions, Faith Communities, Foundations, Healthcare, Higher Education, K-12 Schools, Nonprofit Organizations
Development/Advancement Staff, Director of Development/Advancement