Portfolio Management Foundations

A Four-Part Webinar Series

Unlock the keys to successful portfolio management in our new comprehensive 4-part webinar series!

Portfolio Management strategies play a pivotal role in shaping an officer’s ability to guide prospects effectively through the journey from qualification to solicitation to stewardship.

In this engaging series, Blackbaud Strategic Consultant, Michael Van Dyke, delves into essential foundational factors for creating portfolios that empower gift officers to succeed.

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Webinar
Portfolio Management Foundations Session 1: Portfolio Hygiene – Size and Quality
Discover how portfolio size can enhance an officer's focus and efficiency and learn why leveraging predictive models is crucial for constructing high-quality portfolios.
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Webinar
Portfolio Management Foundations Session 2: Portfolio Composition and Coverage
Explore the factors to weigh when determining the composition of an officer’s portfolio and identify indicators of active portfolio management.
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Portfolio Management Foundations Session 3: Portfolio Review and Churn
Uncover essential questions to ask during portfolio reviews and understand how to maintain portfolio health and recognize when a prospect should be removed.
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Portfolio Management Foundations Session 4: Hear from a Panel of Industry Experts
Gain insights from industry experts as they share challenges, successes, and innovative portfolio management practices they are using in their own organizations to help officers raise more money.
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