Encore and Live Q&A: Portfolio Prioritization: Maximizing Opportunities for Your Donor Pipeline

Last updated November 23, 2022
Young team working together and use a laptop

Encore and Live Q&A: Portfolio Prioritization: Maximizing Opportunities for Your Donor Pipeline

Last updated November 23, 2022

Table of Contents

Introduction and Dallas Case Study
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Who? What? When?
42:45 CLosed lock icon
Takeaways and Closing Thoughts
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Encore Discussion
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Chart a path for success in your portfolio management by understanding your data and donor relationships.

Overview

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.
 

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.

Agenda

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.

Tagged In

Donor Relations Major & Planned Giving

$450

 

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Professional portrait of Mitchell Spearman

Mitchell Spearman

Founder and Dreamer, Gifts of a Lifetime, LLC

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