Do New Officer Roles Call for New Rules in Portfolio Management?
Available on demand
With the increase in new officer roles in leadership and mid-level giving, many of whom hold portfolio assignments, best practices in major giving portfolio management may not necessarily align with the responsibilities and expectations of these officers.
Join us for this special webinar presentation with Michael Van Dyke, Blackbaud Principal Strategic Consultant, as she shares with us how we got to this point, and then defines and explores:
- How these new roles are important to building a sustainable pipeline
- Initial metrics and data from over 150+ higher education institutions to discover trends that could inform best practices in portfolio management for these new officer roles.
- Future research considerations
You won't want to miss this webinar!
