“Analysis Paralysis” can strike even the most seasoned fundraiser. Learn ways to use research to help manage portfolios, allowing you to spend more time out of spreadsheets and have a life outside of work! This interactive session will help you make informed decisions while finding new efficiencies to raise more money.
This session has three sub-topics, each with a speaker set up/best practices from their experience, followed by a chance to identify opportunities within your organization, small group sharing with others, and finally a larger open share and Q&A.
Learning Objectives:
Utilize portfolio management best practices to move donors from one-time donors to recurring annual donors while identifying prospective major and legacy donors along the way
Understand donor research without getting stuck in the weeds of too much data and see examples of portfolio review processes, donor research templates, and key indicators for their top prospects
Employ what works from the experience of your colleagues