Portfolio Management and Development
9:30 AM - 10:30 AM PST
Speaker(s): Tamara Michel Josserand, Vice President, Development, University of Washington
Elective Session
A focused and effective prospect management strategy is essential to the health of successful campaigns. Discuss different ways to effectively manage prospects within gift officer portfolios, through support personnel, and advancement services staff to keep prospects consistently moving through gift cycles, track top tier principal, leadership, and presidential prospects, and add new prospects into portfolios.
We will look at healthy portfolio examples, examples of effective moves and strategies to keep prospects engaged throughout the life of a campaign, and tools to engage new prospects in order to add them into our pipeline.