Portfolio management approaches are constantly evolving. From utilizing analytics to track portfolio performance to consulting with Prospect Development for routine portfolio reviews to determining the most helpful key performance indicators for leaders to stay up-to-date with their fundraisers' portfolios, today's fundraising climate requires a customized approach to portfolio management. Fundraisers contribute expertise about donors and prospects. Prospect development staff provide expertise with new ways to look at portfolios.

Join us as we discuss a unique hybrid approach to evolving portfolio management. This approach can be applied in large and small shops as a winning partnership with advancement services and development teams.