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Apra Minnesota: Lunch & Learn: Portfolio Management - Balancing, Tracking, and Organizing

Date: Monday, March 11, 2024
Category: Apra Chapters

Event Description

Join us for our March 20th webinar with Adri Viswanatha, Associate Director of Donor Research at Macalester College and President of Apra-MN. 

Hear about the success and failures that have resulted in best practices for prospect and portfolio management. Adri will present an overview of creating a balanced portfolio, tracking metrics and organizing your own prospect management work, especially helpful for those who are new to the field and/or are in 1-person shops. If time allows, we will do a brief Q&A. 

Do you have questions you would like to hear discussed in this session? Please send them to programming@apra-mn.org. 

When: 

Wednesday, March 20th, 2024 

12:00 PM - 1:00 PM CT 

Where: 

This session will be a virtual webinar. Registrants will receive a confirmation email with the meeting link. 

Speaker: 

Adri Viswanatha is the Associate Director of Donor Research at Macalester College, where she is responsible for research, development strategy, and prospect management. She has worked in non-profit fundraising since 2017 and began her fundraising career in Wisconsin where she worked on political campaigns. Adri has been a member of Apra-MN since 2017 and has served on the Membership Committee since 2019 until her current role as President for the 2024-2025 term. 

For more information click here.