Apra Partner Webinar: Do New Officer Roles Call for New Rules in Portfolio Management?

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Questions and discussions about new officer roles in leadership or mid-level giving have certainly increased over the past few years. Since many of the new officers hold portfolios, we wanted to explore if there was any data indicating a difference in how portfolios are managed between mid-level officers and major giving officers. In this session, we will look at how we got to this point and how these new roles are important in building a sustainable pipeline. We will also look at initial metrics and data from 150+ higher education institutions to discover trends that could help inform best practices in portfolio management for these new officer roles. We’ll finish with a summary and future research considerations.

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Do New Officer Roles Call for New Rules in Portfolio Management?
09/21/2022 at 12:00 PM (EDT)  |  60 minutes
09/21/2022 at 12:00 PM (EDT)  |  60 minutes Questions and discussions about new officer roles in leadership or mid-level giving have certainly increased over the past few years. Since many of the new officers hold portfolios, we wanted to explore if there was any data indicating a difference in how portfolios are managed between mid-level officers and major giving officers. In this session, we will look at how we got to this point and how these new roles are important in building a sustainable pipeline. We will also look at initial metrics and data from 150+ higher education institutions to discover trends that could help inform best practices in portfolio management for these new officer roles. We’ll finish with a summary and future research considerations.
You must register to access.
Webinar Survey: Do New Officer Roles Call for New Rules in Portfolio Management?
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8 Questions Questions and discussions about new officer roles in leadership or mid-level giving have certainly increased over the past few years. Since many of the new officers hold portfolios, we wanted to explore if there was any data indicating a difference in how portfolios are managed between mid-level officers and major giving officers. In this session, we will look at how we got to this point and how these new roles are important in building a sustainable pipeline. We will also look at initial metrics and data from 150+ higher education institutions to discover trends that could help inform best practices in portfolio management for these new officer roles. We’ll finish with a summary and future research considerations.
You must register to access.

Michael Van Dyke

Principal Strategic Consultant

Blackbaud

Michael has worked with higher education institutions as a fundraising trainer and consultant for the past 10 years. Michael has over 10 years of direct fundraising experience holding a variety of roles, from director of development to grant writer to donor relations, but the majority of her time was spent in the prospect research/manager role. She has also worked with a variety of organizations, ranging from non-profits to faith-based to higher education. Taking a break from fundraising before her current position, she taught Information Literacy and Research Skills at the community college level. With her background in library and information science and prospect research, Michael has honed the skills of organizing information and resources to help create more streamlined processes and develop improved best practices. Throughout her career, she has remained passionate about empowering people to use technology and information to make better decisions and drive towards improved results. Michael holds a B.A. in communications from Saginaw Valley State University and Masters in Library and Information Science from Dominican University/St. Catherine University. She served on the Apra-MN chapter board from 2021-2023.