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Portfolio Reveals

Track: Relationship Management

Session Number: 4014
Date: Thu, Jul 29th, 2021
Time: 11:30 AM - 12:45 PM

Description:

When a development officer is new to their portfolio it can be daunting and overwhelming for them to know where to begin. Enter the Prospect Development (PD) and Research team to help ease some of that anxiety with the Portfolio Reveal. The Portfolio Reveal is a way for the PD and Research teams to take a deep dive into a new portfolio to provide the development officer with more insight into the prospects they are now tasked with managing. We provide information on the make-up of the portfolio (stage moves, record types, geography). We also share any open proposals associated with the prospects in the portfolio. Then we share the giving history of the prospects (how much, allocations, giving timeline), affinity, and anything else relevant that we uncover through analytical work. Finally, we also take a dive into contact reports, encouraging 100% portfolio engagement and giving the development officer an overview of where conversations are/were left with the prospects. In addition to the actual portfolio, we also take this time to get the development officer oriented on how the Prospect Development and Research partnership can help them.

With this, no two Portfolio Reveals are the same. We’ll take a look into how the Portfolio Reveal differs when the type of prospects are different – individual vs organization.

There are always new development officers being hired and Portfolio Reveals are a great way to begin a positive relationship between a new DO and the Prospect Development and Research team.

In this presentation we will discuss the purpose, creation, and presentation of the Portfolio Reveal.
Session Type: Breakout Session (75 Minutes)

Learning Objective #1: Attendees will identify the purpose and implementation of the portfolio reveal for gift officers.
Learning Objective #2: Attendees will utilize Excel to build a portfolio optimization and construct visually appealing tables and charts for gift officers to gain insight into their portfolio.
Software or Vendor Tools: No
Primary Competency: RM:Competency 7: Portfolio Management
Secondary Competency: RM:Competency 12: Orienting and Training Colleagues
Tertiary Competency: RM:Competency 4: Relationship Management Reporting
Intended Audience Level: Level I
Recommended Prerequisites: None
Shop Size: All Shop Sizes
Session Type: Breakout Session (75 Minutes)

Learning Objective #1: Attendees will identify the purpose and implementation of the portfolio reveal for gift officers.
Learning Objective #2: Attendees will utilize Excel to build a portfolio optimization and construct visually appealing tables and charts for gift officers to gain insight into their portfolio.
Software or Vendor Tools: No
Primary Competency: RM:Competency 7: Portfolio Management
Secondary Competency: RM:Competency 12: Orienting and Training Colleagues
Tertiary Competency: RM:Competency 4: Relationship Management Reporting
Intended Audience Level: Level I
Recommended Prerequisites: None
Shop Size: All Shop Sizes