Advancement teams that are intentional and consistent in the management of their major gift portfolios report stronger constituent relationships, the delivery of more major gift proposals and increased gift revenue. In this webinar, brought to you by the Gonser Gerber Institute and Senior Consultant Charlie Shepard, we will explore the key characteristics of a strong portfolio and best practices for developing and managing portfolios that generate more proposals and gift revenue.
Topics we will cover include:
- organizational factors that influence portfolios,
- what’s the right portfolio size for my organization,
- what’s the right portfolio composition for my organization,
- constructing a portfolio based on capacity and donor readiness,
- and, assessing the productivity of portfolios.
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.
Who Should Attend
- Who Should Attend:
- Campaign Coordinator
- Chief Advancement Officers
- Development Directors
- Major Gift and Planned Giving staff
- Prospect Researchers
- Campaign staff
Advancement leaders (Mid-level and up) and Gift Officers
Charlie Shepard, Senior Consultant at Gonser Gerber, provides development consulting services to non-profit organizations in all aspects of institutional advancement. Prior to joining Gonser Gerber, Charlie served the Advancement field for more than 18 years, with his most recent position as Vice President for Institutional Advancement at Asbury University in Kentucky.