Portfolio Management

Presenter: Bill Mitchell & James E. Eichinger, University of Rochester
Year: 2014
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

Are your organization’s best prospects assigned to a fundraiser’s portfolio and engaged in gift cultivation? Your relationship management team should be able to answer that question with a definitive yes! This session will cover the role relationship management plays in optimizing fundraiser portfolios, taking into account the organization’s prospect pool and the gift officer’s fundraising parameters. Discussion will include trends in portfolio size , analytical approaches, and portfolio review best practices.

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