Best Practices in Portfolio Management
Date & Time
Thursday, October 17, 2019, 12:00 PM - 1:15 PM
12:00 PM - 1:15 PM
Ryman Studio MNO
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.