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Starting from Scratch: Building Thirty Portfolios in Six Weeks

Track: Campaigns

Session Number: 4081
Date: Fri, Jul 30th, 2021
Time: 12:00 PM - 1:00 PM

Description:

Fallon Morris and Ashley Mick, Prospect Development Analysts, outline the critical support LSU’s Prospect Development team has provided to drive strategic structural shifts in the University’s development enterprise. We will frame this conversation around Development’s transition to a cohort fundraising model that necessitated the swift rebuilding of 30 gift officer portfolios. We will outline the process we followed to build the portfolios and the challenges we encountered and overcame to meet our ambitious goals.
Session Type: Breakout Session (60 Minutes)

Learning Objective #1: Attendees will utilize data tools for prospecting and portfolio building
Learning Objective #2: Attendees will strategize methods for internal collaboration between Development and Prospect Development
Software or Vendor Tools: No
Primary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Secondary Competency: RM:Competency 7: Portfolio Management
Tertiary Competency: RM:Competency 16: Change and Project Management
Intended Audience Level: Level I
Recommended Prerequisites: none
Shop Size: All Shop Sizes
Session Type: Breakout Session (60 Minutes)

Learning Objective #1: Attendees will utilize data tools for prospecting and portfolio building
Learning Objective #2: Attendees will strategize methods for internal collaboration between Development and Prospect Development
Software or Vendor Tools: No
Primary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Secondary Competency: RM:Competency 7: Portfolio Management
Tertiary Competency: RM:Competency 16: Change and Project Management
Intended Audience Level: Level I
Recommended Prerequisites: none
Shop Size: All Shop Sizes