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:

Questions? Email us at [email protected] or give us a call at (215) 238-5300.