The Birthplace of Apra
Presented by Apra-MN. Free for members of Apra-MN, and members of Apra-IL, Apra Great Plains, and Apra MidSouth through our partnership.
November 7, 2018 12:00 PM CDT
Andrea Cummings, Director of Development for Church Partnership and Philanthropy, and Jesse Stremcha, Senior Director of Development, Lutheran Social Service of Minnesota
Two Challenges, One Spreadsheet to Address Them
In portfolio management, we’re often lead by front-line fundraisers who are driven by the “art” of fundraising and often set/change direction based on their “gut” instinct on portfolio assignments and assessment. In this session, we’ll take a close look at portfolio management from the perspective of Major and Advanced Annual gift officers and give you an objective way to create specific goals for portfolio size/make-up and monthly activity based on: individual fundraising goals, average gift size, close rate, and meetings needed to secure a gift. The easy-to-use tool we’ll provide, will give you an opportunity to co-create gift officer metrics and portfolio management strategy with front-line fundraisers and leaders of your organization.