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Major Gift Strategies

Portfolio Management - Using Your Portfolio List To Manage Your Time

Monday, October 16, 2023
2:45 PM - 3:45 PM MT
Speaker(s): Bonnie Crews, Sr. Director of Advancement, George Mason University
Competencies: Relationship BuildingRelationship Building
Experience Level: Level 2- Emerging Early CareerLevel 3- Practicing Mid Level Career
Elective Session
Fundraising

How do you prioritize your time as a major gift officer? Who do you plan to contact today, this week, and this month to maximize the potential of your assigned prospects? As frontline fundraisers, we are pulled in many different directions. Each day we need to decide how to focus our time on the cultivation steps that will result in the highest impact for our prospects. In this session, we will discuss ways to use your portfolio list to help you manage your time and efforts in the relationship management of your assigned prospects.

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Major gifts

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