Gray Line

Blackbaud Fundraiser Performance Management™ Webinar Series

Blackbaud Webinars

Available on demand

Classic moves management is the process of moving a prospect through the lifecycle of major gift solicitation. But there is often little discussion of how portfolio management strategies can impact an officer’s ability to successfully take the prospect through the journey—from qualification to solicitation to stewardship.

What goes into portfolios has a lot to do with the results that come out of that portfolio...a notion similar to "garbage in, garbage out" for databases.

In this session Michael Van Dyke, Blackbaud strategic consultant, discusses what to look for in major giving officer portfolios to set them up for greater success including:

  • Defining portfolio management practices such as hygiene, coverage and composition
  • Examining these practices for officers who raise over one million dollars
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