The ABCs of Major and Planned Gift Portfolio Management
As fundraisers we work in a world of endless tasks, opportunities and goals, where constant re-prioritization of how you focus your time and energy is essential. In this reality, a priority based prospect portfolio is your key to major and planned gift fundraising success. In this session you will learn to prioritize your portfolio of donors, prospects and suspects and develop specific strategies and/or collective messaging plans for each audience segment. Using a case study based on a portfolio building exercise for the Community Foundation of Southern Indiana, the presenters will discuss creation implementation of a portfolio and lessons learned.
Kelly Wesley Taylor
National Conference on Philanthropic Planning
NCPP2014_Speed-Taylor.pdfNew description2418 KB
NCPP2014, Syllabus 4.03
National Standards for Gift Planning Success