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  • About
    • Affiliates
  • Training + Services
    • Athletics Fundraising Activator Program
    • Board Training & Leadership Development
    • Fundraising Essentials Training
    • Fundraising Essentials Training for Nonprofits
    • KDD Philanthropy Skills Labs
    • Creating a Culture of Safety   
    • Overcoming “Donor Ghosting”
    • Parent/Family Fundraising Offerings
    • Portfolio Optimization and Prospect Development
    • Prospect Qualification in Five Sessions
    • Retreat Facilitation
    • Stewardship and Donor Recovery
    • Strategic Portfolio Management
    • Strategic Talent Management for Fundraising Teams
    • Training for Healthcare Advancement Teams
    • Training for Physicians and Healthcare Leaders
    • Transition Leadership
  • Coaching
    • Coaching for Individual Fundraisers
    • Coaching for Growth Hires and New Fundraisers
    • Coaching for Growing and Mid-Level Fundraisers
    • Coaching for Nonprofit Leaders
    • “Quick” Coaching for Nonprofit Leaders
    • Coaching for Academic Leaders
    • Transferable-Hire Coaching
  • Webinars+Intensive
    • 2026 Webinars
    • 2027 Webinars
    • On-Demand Webinars
    • KDDP Fundraising Intensive
    • Webinar Partner Community
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    • Publications
  • Contact
  • (858) 243-5813
  • kathy@kddphilanthropy.com
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KDD Philanthropy
  • About
    • Affiliates
  • Training + Services
    • Athletics Fundraising Activator Program
    • Board Training & Leadership Development
    • Fundraising Essentials Training
    • Fundraising Essentials Training for Nonprofits
    • KDD Philanthropy Skills Labs
    • Creating a Culture of Safety   
    • Overcoming “Donor Ghosting”
    • Parent/Family Fundraising Offerings
    • Portfolio Optimization and Prospect Development
    • Prospect Qualification in Five Sessions
    • Retreat Facilitation
    • Stewardship and Donor Recovery
    • Strategic Portfolio Management
    • Strategic Talent Management for Fundraising Teams
    • Training for Healthcare Advancement Teams
    • Training for Physicians and Healthcare Leaders
    • Transition Leadership
  • Coaching
    • Coaching for Individual Fundraisers
    • Coaching for Growth Hires and New Fundraisers
    • Coaching for Growing and Mid-Level Fundraisers
    • Coaching for Nonprofit Leaders
    • “Quick” Coaching for Nonprofit Leaders
    • Coaching for Academic Leaders
    • Transferable-Hire Coaching
  • Webinars+Intensive
    • 2026 Webinars
    • 2027 Webinars
    • On-Demand Webinars
    • KDDP Fundraising Intensive
    • Webinar Partner Community
  • Clients
  • Testimonials
  • Blog
    • Publications
  • Contact
  • About
    • Affiliates
  • Training + Services
    • Athletics Fundraising Activator Program
    • Board Training & Leadership Development
    • Fundraising Essentials Training
    • Fundraising Essentials Training for Nonprofits
    • KDD Philanthropy Skills Labs
    • Creating a Culture of Safety   
    • Overcoming “Donor Ghosting”
    • Parent/Family Fundraising Offerings
    • Portfolio Optimization and Prospect Development
    • Prospect Qualification in Five Sessions
    • Retreat Facilitation
    • Stewardship and Donor Recovery
    • Strategic Portfolio Management
    • Strategic Talent Management for Fundraising Teams
    • Training for Healthcare Advancement Teams
    • Training for Physicians and Healthcare Leaders
    • Transition Leadership
  • Coaching
    • Coaching for Individual Fundraisers
    • Coaching for Growth Hires and New Fundraisers
    • Coaching for Growing and Mid-Level Fundraisers
    • Coaching for Nonprofit Leaders
    • “Quick” Coaching for Nonprofit Leaders
    • Coaching for Academic Leaders
    • Transferable-Hire Coaching
  • Webinars+Intensive
    • 2026 Webinars
    • 2027 Webinars
    • On-Demand Webinars
    • KDDP Fundraising Intensive
    • Webinar Partner Community
  • Clients
  • Testimonials
  • Blog
    • Publications
  • Contact

Webinar Materials: Strategic Portfolio Management (2024)

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  2. Webinar Materials: Strategic Portfolio Management (2024)

    Session 1: Portfolio Optimization

    • Webinar recording
    • Presentation slides
    • Masked portfolio exercise
    • Portfolio management exercise
    • Chat transcript
    • Two Touches blog post

    Session 2: Supporting the Institutional Portfolio 

    • Webinar recording
    • Presentation slides
    • Portfolio management exercise
    • Chat transcript
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    TESTIMONIAL

    Ben Jordan, Former Director of Development, Macquarie University

    Kathy Drucquer Duff is the best consultant and trainer I have ever had the fortune to work with. Kathy’s sessions are expertly put together with the discussions interactive, engaging and relevant. She draws on her extensive experience, individual talent and engaging personality to make a real impact … Her sessions will have a lasting impact on your organization.

    Anne S. Hansen, Retired Senior Director of Development, Ducks Unlimited, Inc.

    Kathy brings a deep knowledge of fundraising principles and best practices to her work. Her presentation style is clear and engaging. Most impressive is her intelligence and creativity, which enable her to synthesize information and articulate it well. Whether you are new to the field or a seasoned professional, Kathy will bring you new ways of thinking about your work that will inspire and motivate you to be a more effective fundraiser.

    Maria Olson , Former Senior Vice President, Western States, American Heart Association

    The American Heart Association Bay Area team has benefited from Kathy’s consulting and leadership coaching as part of the KDD Philanthropy’s webinar offering. The conversation was inspiring and actionable lifting the team to think more broadly about new stewardship strategies. Especially during the early months of COVID, Kathy was able to focus the team on a clear path forward alongside our executive team.

    CONTACT INFO
    • Kathy Drucquer Duff, CFRE
    • Fundraising Coaching & Consulting
    • 858.243.5813
    • kathy@kddphilanthropy.com
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    LATEST FROM THE BLOG

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