A Donor-Centric Approach to Portfolio Management and Handoffs

By Ashley Edmondson

Sponsored by: Gravyty
Speakers:

Frank Mumford, CFRE, Nonprofit Account Executive, Gravyty

In an annual pipeline survey of top nonprofit organizations and thought leaders, internal handoff and portfolio procedures was one of the top five challenges teams currently face.

When should a major donor be transitioned to a mid-level gift officer to grow and nurture that relationship or when should you move a donor up? How and when are you introducing donors to the rest of the fundraising organization to make for a smooth transition down the line?

Not establishing clear internal processes for portfolio management leads to major misses for growing key donor relationships, especially with staff turnover. In this session, a seasoned fundraising expert will cover the state of portfolio management and share best practices for when to move up or move out.

Key topics include:

The importance of listening and learning from donors to understand motivations and preferences.
The keys to seamless donor relationship continuity.
How to build internal processes to support smooth gift officer transitions.
Donor engagement strategies to grow and nurture long-term relationships.

Moving Up or Moving Out: A Donor-Centric Approach to Portfolio Management and Handoffs