Portfolio Optimization and Prospect Development

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Development officers often face large portfolios and competing priorities. In this session, we provide the tools for a dynamic approach to portfolio optimization and prospect development, ensuring focus on the best prospects at the right time. This session includes a discussion around capacity, inclination, and readiness for individual portfolios; this shared understanding leads to stronger partnership between prospect development and gift officers, as well as better outcomes for individual prospects.

Building collaboration between prospect development and frontline teams creates a timelier and strategic approach to prospect development based on each prospect’s quantified major giving capacity and readiness indicators. Takeaways include a systematic approach to improving major gift success, a stronger understanding of qualification indicators, and an exercise to undertake portfolio optimization.

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