Portfolio Composition and Coverage

Unlock the keys to successful portfolio management in our new comprehensive 4-part webinar series!

Portfolio Management strategies play a pivotal role in shaping an officer’s ability to guide prospects effectively through the journey from qualification to solicitation to stewardship.

In this engaging series, Blackbaud Strategic Consultant, Michael Van Dyke, delves into essential foundational factors for creating portfolios that empower gift officers to succeed. We’ll discuss trends utilizing data from the Blackbaud Fundraiser Performance Management community and look at ways to measure success within the solution.

In the fourth session of the series, we’ll hear from several experts on the foundational and innovative practices they are using in their own shop to help officers raise more money.

Don’t miss this enlightening series to set your gift officers up for success!