Managing Your Portfolio for Greater Fundraising Success 2017

Managing Your Portfolio for Greater Fundraising Success 2017 is an event dedicated to implement a time-saving routine and prioritization strategy that will help improve your cultivation and solicitation eff.

Topics

• Incorporating portfolio assessments to keep you on track
• Developing a regular portfolio maintenance schedule and routine
• Prioritization strategies for prospects and donors
• Leveraging metrics to meet and exceed your goals

Who should Attend

• Major and planned gift officers
• Anyone who manages a portfolio
• Those in talent management or advancement services looking to better support frontline fundraisers