Too often we find that major gift officers are pursuing the wrong people, for the wrong program, at the wrong time, and for the wrong amount. The key is to build your best portfolio! We’ll teach you all our tips and tricks for the perfect portfolio composition and how to make the right moves to gracefully add and remove prospects from your portfolio.
- Grasp when to keep people in your portfolio and when to bless and release prospects
- Understand the perfect portfolio composition for your fundraising shop
- Ascertain the best practices for how many prospects should be in your portfolio and how often you should be in contact with them