Portfolio management strategies impact a gift officer's ability to effectively take a donor prospect through the journey from qualification to solicitation to stewardship. Using data from more than 150 successful fundraising organizations, we looked at various factors to consider when creating portfolios that set gift officers up for success.
- Emerging and changing trends
- Portfolio strategy considerations
- Strategies that drive outcomes
- Ways to measure success
This pre-recorded session is based on research conducted by Blackbaud Fundraiser Performance Management analysts and our data insights team. Watch for free now.