Major Gift Portfolio Analysis: GG+A's Approach to Optimizing Portfolios and Managing Performance
Presented by Dan Lowman, Matthew Slovitt
January 19, 2011
Time: 12:00-1:00 pm
Dan Lowman and Matthew Slovitt present an overview of GG+A's major gift portfolio analysis. Session topics include:
- Ensuring prospects are managed according to their value to the development effort
- Transparently evaluating the size, quality, and composition of portfolios at the officer, unit, and Organization level
- Clearly tracking the movement of prospects through the prospect management process
- Formalizing a protocol and create internal processes managed by the Organization
