Webinar: "Portfolio Management" by Bill Mitchell & James Eichinger

APRA Conference On-Demand pre-recorded presentation by Bill Mitchell & James E. Eichinger (2014).

Description: Are your organization’s best prospects assigned to a fundraiser’s portfolio and engaged in gift cultivation? Your relationship management team should be able to answer that question with a definitive yes! This session will cover the role relationship management plays in optimizing fundraiser portfolios, taking into account the organization’s prospect pool and the gift officer’s fundraising parameters. Discussion will include trends in portfolio size , analytical approaches, and portfolio review best practices.

This webinar will be broadcast virtually for you to watch on your own computer. Log-in information will be sent to all registrants before December 4th.