Daily, Weekly, and Monthly Strategies to Better Manage Your Portfolio (Webcast Recording)



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Join us to learn key strategies and tips on how to better manage your portfolio routinely so that you can be more successful in your communication and fundraising efforts. During this webcast, you will gain strategies and insights into:

  • Developing a regular portfolio maintenance schedule and routine
  • Incorporating portfolio assessments to keep you and your team on track
  • Leveraging metrics to meet and exceed your goals

Who Should Attend

This training is designed to benefit anyone who manages a donor portfolio. This training can also benefit those in talent management or advancement services looking to better support frontline fundraisers.


  • Portfolio Maintenance
  • Establishing Your Portfolio Routine
    • Daily
    • Weekly
    • Monthly
  • Leveraging Metrics in Portfolio Management


Chris Pagel, Director, Institutional Partnerships, Chapman University

In his current role at Chapman University, Chris leads a team whose purpose is to strategically prospect, manage, and address the major gift funding priorities for the university, as identified by the senior leadership, as well as the priorities for each school/college, as identified by its dean.

Chris graduated from Chapman University’s Argyros School of Business and Economics receiving his bachelors in business administration and his MBA in 2006.  During that time, he worked for ten years with Walt Disney Company before moving into development in both private high school and college levels.


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