Approaching Donor Management with Confidence

Last updated December 17, 2023

Approaching Donor Management with Confidence

Last updated December 17, 2023

Learn to discuss portfolio prioritization with ease with your dean.

Overview

To successfully cultivate donors, deans need to understand donor psychology and philanthropic propensity. In this session, we’ll discuss how you approach portfolio management and managing prospect information with your dean. You’ll have the opportunity to share best practices and consider new ways to structure your work to achieve the fundraising goals of your academic unit.

Who should attend?

This discussion is specifically designed for development officers who work directly with academic deans either within a college/school or from central advancement. Whether you or your dean are new to your role or institution or established, this discussion will help you to identify how you can improve your portfolio management together.

See Full Series

This event is part of a 3-part discussion series for development officers on strategies to support your dean in maintaining key relationships. Learn more about the series, how it works, when the other discussions will occur, and who it was designed for.