Breaking it Down - A Different Way to Approach Portfolio Pipelines and Movement
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- Non-member - $110
- Professional Member - $65
- Associate Member - $65
In 2023, the West Chester University Foundation started to put together building blocks to address a need for increased portfolio pipeline and proposal movement. The portfolio quadrant project was launched to completely reshape how prospects and major gift proposals are evaluated, tracked, and advanced in a timely manner. This session details how major gift officer involvement, implementation of robust CRM tracking systems, and established accountability measures improved prospect outreach and also drove more effective proposal movement. Attendees will leave with actionable strategies to implement similar improvements in their own teams with both major gift engagement and overall portfolio management.
Bethany Andorfer Morley
Director of Prospect Strategy and Research
West Chester University Foundation
Bethany Andorfer Morley works at the West Chester University Foundation as the Director of Prospect Strategy and Research. Driven by a passion for learning new tools and creating innovative systems and strategies, she enjoys collaborating with fundraisers and prospect development professionals. With nearly 20 years of experience in the non-profit sector, including a decade as a frontline fundraiser, she has worked in higher education, health and human services and arts and culture.
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