Chart a path for success in your portfolio management by understanding your data and donor relationships.
A portfolio is the engine that drives a gift officer’s work and sets them up for future success. However, for new or seasoned professionals alike, opportunities to look at your portfolio with a different viewpoint can be highly beneficial as you seek to understand your portfolio data and prioritize donor relationships. Additionally, in the wake of the COVID-19 pandemic, institutions are facing a reset moment with their portfolios as they are able to travel again to meet donors in person.
Join us for a re-airing of the training that took place in April 2022. You will learn how to identify key data points in your portfolio which you can then use to cultivate relationships with your donors and chart a path for success in your own portfolio management.
How This Works
2 hours | Re-airing and Live Q&A
- 1:00 - 2:00 p.m. ET | Watch a Re-airing of the Training
If you missed the event when it took place in April 2022 or you have been meaning to engage with the on-demand training, this is your chance to watch it together with Advancement colleagues from across the country. Mark your calendar now to set aside this time for yourself.
- 2:00 - 3:00 p.m. ET | Engage in a Live Q&A with Mitchell Spearman
- Please join us after the recorded training for a live discussion session with the presenter, Mitchell Spearman. You'll have the chance to dive more deeply into the points raised during the presentation and ask questions of our presenter and your peers.
If you can't attend live, sign up to receive access to the recording.
Who Should Attend
This webcast is for advancement professionals, particularly frontline fundraisers and donor relations staff who want to learn how to prioritize their portfolios. If you manage frontline fundraisers, invite your team to this training.
Founder and Dreamer, Gifts of a Lifetime, LLC
For fifteen years, Mitchell Spearman has partnered with philanthropic families across the United States, Asia, and Europe, with the shared goal of connecting family philanthropists across generations, as they achieve transformative goals impacting institutions from coast to coast. Spearman has focused on developing deeper ties within multi-generational families, through family conversations and curated moments, to provide opportunities for younger generations to build their identity and emerge as future leaders.
What You Get
Get the live webcast and the recording for one price.
Get access to live webcast including Q&A.
Receive permanent and unlimited access to recording.
Download speaker slides and supplemental materials.