Strategic Portfolios
Event Status
Event is passed
Date and Time
-
Location
UT System Admin Building
City
Austin, TX
Registration Link
Registration Information
Online registration closed Wednesday, October 11.
Event Description
Why are strategic portfolios important? What are they? How do I create one?
This is a must-attend workshop for all frontline officers (including planned giving and corporate and foundation officers), researchers and prospect managers. Regardless of the size of your program or your current portfolio, you will come away with new strategies for your top prospects and have a path for superior ROI.
Some takeaways include:
- New strategies for major gift work with actual “how-tos”
- Building a Solicitation Strategy Map for your donors
- Lessons learned from case studies
- An accountability grid to improve performance
Additional practices from UT institutions will be incorporated into the program.
CFRE Credit
This workshop has been approved for 4.0 points towards the CFRE credential.
Presenters
David Lively
Senior Associate Vice President and Campaign Manager
Office of Alumni Relations & Development
Northwestern University
