Topics to include:
Fundraiser Metrics/Portfolio Management
In recent years the field of advancement has seen a tremendous drive to implement metrics to manage and measure the work of major gift officers and others throughout the organization. These efforts have been driven by factors ranging from the need to measure the return on investment to the need to increase fundraising outcomes. In this session we will explore several case studies to illustrate a proven system to measure major gift productivity.
Execution of This Portfolio/Metrics System
At Northwestern University, relationship management depends on the partnership between front-line officers and Prospect Management. This session provide a front-line officer and prospect management perspective on relationship management – keeping the right prospects in focus in order to drive major gift productivity. The talk will unpack fundamental relationship management objectives, Northwestern’s approach to relationship management, its portfolio review evolution, and provide insight into how Northwestern processes may be adapted for other development operations.
