Managing Your Portfolio for Greater Fundraising Success

(Retired)
Retired course gerneric thumbnail

Managing Your Portfolio for Greater Fundraising Success

(Retired)

Table of Contents

Overview

Are you effectively prioritizing the donors in your portfolio?

Agenda

  • Portfolio Maintenance
    • Establishing your routine
    • Adding assessments and metric strategies to your routine
  • Prioritizing prospects and donors
    • Moving a donor up
    • Pushing a prospect back
    • Knowing when to drop someone from your portfolio

Resources

Download the presentation slides (PDF)

 

Download the leftover question and answer (PDF)

 

Why is this event retired?

At AI we want to always ensure that the best and most current trainings are available to members, and we regularly review our trainings to ensure that is the case.