Beyond Portfolios and Prospect Research

Recorded On: 07/29/2021

Are portfolios are a thing of the past? By rethinking traditional methods, you can take your fundraising efforts to the next level and forecast out several years. After determining that on average 36% of the prospects in portfolios at Utah State University had never been contacted it was determined that portfolios were blocking conversations with top prospects rather than encouraging them. Furthermore, portfolios and prospect stages made it difficult to forecast fundraising production and set goals.  All portfolios were then dissolved. Our focus changed to proposals, contact guidelines, and principal gift donor strategy meetings to manage prospect coordination. Now everyone has a place at the table during strategy sessions for top donors, active engagement of top prospects, accountability to complete tasks, and effective goal setting.

This webinar is worth (1.25) CFRE points.

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Beyond Portfolios and Prospect Research
Recorded 07/29/2021
Recorded 07/29/2021 Are portfolios are a thing of the past? By rethinking traditional methods, you can take your fundraising efforts to the next level and forecast out several years. After determining that on average 36% of the prospects in portfolios at Utah State University had never been contacted it was determined that portfolios were blocking conversations with top prospects rather than encouraging them. Furthermore, portfolios and prospect stages made it difficult to forecast fundraising production and set goals. All portfolios were then dissolved. Our focus changed to proposals, contact guidelines, and principal gift donor strategy meetings to manage prospect coordination. Now everyone has a place at the table during strategy sessions for top donors, active engagement of top prospects, accountability to complete tasks, and effective goal setting.

Rachel Richards

Development Director, Analyst

Utah State University

If it isn't in the database, it didn't happen! Proud USU alumna Rachel Richards joined the crusade for clean data in 2010 when she started in Advancement at USU. She is a fourth-generation Aggie who received both her bachelor's and master's from USU. A longtime member of CASE and Apra, she served as the President of Apra Utah from 2017-2019. She has presented at many conferences and is always happy to talk about the exciting work she and her amazing team of Development Officer Analysts are doing. 

Matthew White

Vice President for Advancement

Utah State University

Matt White: Matt White joined Utah State University in 2018 as the Vice President of Advancement and President of the USU Foundation. He is the chief fundraiser for the university, providing leadership and strategic direction for the university’s philanthropic endeavors. He leads the USU Foundation and provides direction to the USU Alumni Board, ensuring gratifying engagement experiences for USU’s stakeholders. He has worked in the fundraising field for over 17 years serving in various leadership roles. Matt received his bachelor’s degree from the University of Evansville, his master’s and Ph.D. from Saint Louis University in Higher Education and Administration and Public Policy.