At KDD Philanthropy, we know from experience that strategic portfolio management is the foundation of fundraising success. This series provides fundraisers with the tools to use their portfolios as a means for raising exceptional gifts and supporting the larger institution’s goals.

    A mix of big-picture guidance, practical advice, and hands-on exercises to reinforce skillset development, this series offers three trainings that will build a greater understanding of data, assist in prioritizing prospects, and build stronger collaboration opportunities across your advancement shop.

    We will discuss the factors that support portfolio optimization, and provide immediately-actionable tips to use organizational trends to support donor engagement and portfolio management.

    Session 1: Approach Your Portfolio with Purpose

    • Deepen knowledge on understanding and applying portfolio optimization, planning, engagement, and decision-making skills for moving donor strategies.
    • Exercise: A post-session portfolio-ranking exercise, to be discussed in session two.

    Session 2: The Value of Constant Contact

    • Session two begins by exploring how the portfolio-ranking exercise supports gift officers’ work moving forward.
    • Strengthen understanding of portfolio contacts for relationship movement. Build skill sets so that gift officers are contacting 90% of their portfolios within a 90-day period.
    • Exercises: A masked portfolio exercise (an exercise that supports reviewing portfolios without names) to identify top prospects as well as those that need to find another portfolio home; Portfolio Goal Worksheet.

    Session 3: Supporting the Institutional Portfolio

    • Expand gift officers’ embrace of their role in managing the larger institutional portfolio, creating a stronger support base overall.
    • Strengthen portfolio collaborations between departments, and accountability for ensuring prospects are engaged properly, even if disqualified from an individual gift officer’s focus area.
    • Exercise: Inclination exercise to support tools from sessions one and two, contributing to the larger goals of advancement and the entire institution.

    “Strategic Portfolio Management Essentials” is $325 for the series. To purchase, email webinar@kddphilanthropy.com.