2024 Apra-MN Lunch & Learn: Portfolio Management - Balancing, Tracking, and Organizing

March 20th, 2024 webinar with Adri Viswanatha, Associate Director of Donor Research at Macalester College and President of Apra-MN. Hear about the success and failures that have resulted in best practices for prospect and portfolio management. Adri will present an overview of creating a balanced portfolio, tracking metrics and organizing your own prospect management work, especially helpful for those who are new to the field and/or are in 1-person shops. Includes a Q&A segment at the end. Adri Viswanatha is the Associate Director of Donor Research at Macalester College, where she is responsible for research, development strategy, and prospect management. She has worked in non-profit fundraising since 2017 and began her fundraising career in Wisconsin where she worked on political campaigns. Adri has been a member of Apra-MN since 2017 and has served on the Membership Committee since 2019 until her current role as President for the 2024-2025 term.