Title: How We Do It: Managing a Portfolio of Donors for Philanthropic Planning


Date: September 29, 2020

Time: 1:00 - 2:00 p.m. EST

Whether or not you are responsible for a formally designated portfolio of prospects, your work involves portfolio management--segmenting a database, identifying and qualifying prospects, and managing relationships (and lists) for measurable results. In this session we’ll focus on the mechanics of prospect management rather than the art of relationship-building. You’ll learn how different organizations prioritize prospective planned gift donors and how they track progress through the cultivation and solicitation process.

Our panelists will discuss

  • What is a philanthropic planning “portfolio?” Who should be in your portfolio and who shouldn’t?
  • How does a gift planner manage the  “moves”  that lead to progress with individual prospects?
  • How do you diagnose and solve problems when a portfolio isn’t producing gifts?

Group webinars are intended for CGP affiliated councils or groups of up to 30 individuals.



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