Dynamic Portfolios: A Research Perspective

Presenter: Andillon Hackney, University of California- San Diego
Year: 2013
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Relationship Management 
Competencies and Levels:  

  • Competency 1: Prospect Pool/Base Analysis, Level I & Level II
  • Competency 2: Relationship Management Policy, Level I & Level II
  • Competency 3: Relationship Management Database Management, Level I & Level II
  • Competency 4: Relationship Management Reporting, Level I & Level II
  • Competency 5: Moves Management, Level I & Level II
  • Competency 7: Portfolio Management, Level I & Level II
  • Competency 8: Pipeline Management, Level I & Level II
  • Competency 9: Fundraiser Performance, Level I & Level II

Every development officer wants a dynamic portfolio right? Well, this session provides a road map to get there! Learn how to implement portfolio reviews, promote strategic and donor-centric thinking, shore up the pipeline, prevent donor loss, and create a sense of synergy between research, planned giving, donor relations, and corporate and foundation relations. You have heard people talk about "portfolio reviews," now learn how to jump start that process in your shop!

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