Portfolio Optimization and Strategy

Prospect development professionals need to be moving beyond basic portfolio maintenance to creating a strategy for the portfolio, as a whole, that aligns the right prospects with the right fundraisers, prioritizes opportunities, and drives results.

Join prospect management expert, Ruthie Giles, as she talks about practical approaches to portfolio optimization, including segmentation, capacity and inclination balancing, pipeline health, and portfolio review processes. Attendees will gain actionable frameworks for improving portfolio performance, strengthening fundraiser alignment, and using data to inform smarter decisions across the fundraising pipeline.