On Demand
Strong portfolio management requires art and science. Advancement leaders must understand and adapt to their institutional needs and capacity. Gift officers with well-crafted portfolios that fit their institutional context can strategically maximize their impact on their organization.
In this webinar, brought to you by Dr. James Smith and the Gonser Gerber Institute, we will explore how advancement teams can build strong portfolios based on best practices, and personalize their prospect management strategy to fit the institutions they serve.
Topics we will cover include:
- Identifying your organizational needs and capacity
- Determining the right portfolio size
- Composing a portfolio that fits your needs
- Curating prospect management to portfolio type
- Utilizing data to build portfolios and measure ROI
Who Should Attend
This program is designed for anyone in your advancement or development team responsible for raising funds from donors. This could include major and planned gift officers, annual fund staff, prospect management and database managers, communications, community and/or alumni relations, and leadership. We welcome staff members from non-profit organizations, religious orders, secondary education, higher education, and others.
Program Information:
The fee is $295 per institution, which allows your entire team the opportunity to participate in this professional development at the same time. If you are a current client of Gonser Gerber Advancement Consulting, that fee is just $145. You will also receive a copy of the presentation and a recording of the webinar with your registration.
On Demand Details: After your registration, you will receive a copy of the power point presentation as well as a copy of the recording. (Please allow at least 48 business hours to receive your materials.) You will be able to share these materials with your entire team, including volunteers, and review the recording as many times as you need.
Presented By
Dr. James Smith, Senior Consultant with Gonser Gerber, has more than 20 years of advancement and nonprofit leadership experience in a variety of senior leadership roles. Most recently, James served as Vice President of University Advancement for Mount Vernon Nazarene University, helping the university successfully complete several meaningful campaigns and capital projects. During his time, James built a dynamic team that established institutional records for unrestricted annual giving, dramatically improved donor retention, and increased President’s Circle membership ($1,000+ annually) by 65%. Prior to his career in advancement, James worked in the recruitment outsource processing industry, helping guide and lead the hiring processes for several Fortune 500 companies. He earned his Ph.D. in Higher Education Administration at Azusa Pacific University.
