Moving Up or Moving Out: A Donor-Centric Approach to Portfolio Management and Handoffs
Sponsored by: Gravyty Frank Mumford, CFRE, Nonprofit Account Executive, Gravyty
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.
Come to this session armed with your questions. You'll be able to submit questions directly to our panelists for a live Q&A session during the hour.
Sponsored by Gravyty
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