Portfolio Management
4:00 PM - 5:00 PM CST
Speaker(s): Jeff Schoenherr, Associate Vice President of Medical and Health Sciences Development, West Virginia University Foundation
Elective Session
How do you manage your prospect and donor portfolio? Is it a daily priority? Are you actively creating strategies to move relationships forward? We all know our portfolios are the indispensable factor that makes our work successful; however, do we spend enough effort properly managing them? It doesn’t matter the type of prospects you work with, let’s spend some time discussing ideas for successful portfolio management and how to make our work more effective.