Special Butterflies: The Metamorphosis of Unique Portfolios

Track: Relationship Management

Session Number: 2061
Date: Fri, Aug 2nd, 2019
Time: 2:45 PM - 3:45 PM
Room: Grand Sonoran C-D

Description:

Portfolio optimization is never easy, but becomes increasingly complicated as organizational structures metamorphose beyond the “typical” gift officer. This session will examine potential modifications in portfolio optimization standards for the needs presented by “special butterflies,” including gift officers who focus on discovery, stewardship, planned giving, corporate and foundation relations, principal gifts, and board members, as well as executive fundraisers. From composition and general essentials to implementation mechanisms, presenters will review the challenges of these unique structures and make recommendations for adapting portfolio optimization best practices. Considerations include: size, capacity, affinity, strategic priorities, region, leadership buy-in, portfolio reviews, metrics, and reporting.
Session Type: Breakout Session (60min)

Primary Competency: RM:Competency 7: Portfolio Management
Secondary Competency: RM:Competency 2: Relationship Management Policy
Tertiary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Intended Audience Level: Level II
Recommended Prerequisites: Basic knowledge of portfolio optimization definitions, constructs, techniques
Learning Objective #1: Attendees will be able to identify challenges to portfolio optimization for gift officers who focus on structures other than major gifts.

Learning Objective #2: Attendees will learn how to adapt best practices for portfolio optimization to these unique constituencies and establish implementation mechanisms.
Shop Size: Mid-Size/Large
Session Type: Breakout Session (60min)

Primary Competency: RM:Competency 7: Portfolio Management
Secondary Competency: RM:Competency 2: Relationship Management Policy
Tertiary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Intended Audience Level: Level II
Recommended Prerequisites: Basic knowledge of portfolio optimization definitions, constructs, techniques
Learning Objective #1: Attendees will be able to identify challenges to portfolio optimization for gift officers who focus on structures other than major gifts.

Learning Objective #2: Attendees will learn how to adapt best practices for portfolio optimization to these unique constituencies and establish implementation mechanisms.
Shop Size: Mid-Size/Large