Empowered Gift Officers & Portfolios; From portfolio optimization to strategic partnership

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Recorded On: 09/21/2020


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The University of Colorado launched its "Essential CU" campaign earlier this year. To better inform its fundraising goals, CU Boulder contracted the services of Bentz Whaley Flessner (BWF) to gain greater insights into the fundraising potential of their current prospects’ pool in support of the campaign. BWF produced select predictive models to inform next steps. CU Systems Advancement then partnered with BWF as a continuation of the initial project to leverage the scores generated by the predictive models and further refine the data with the team's in-house expertise. This collaboration focused on re-balancing and strengthening portfolios with new prospects uncovered by the predictive models. New guidelines and a stronger desire to partner transpired through this portfolio optimization work. This presentation will share the process our Research, Analytics & Prospect Development team went through, the lessons learned, and opportunity ahead with the frontline staff at CU Boulder. Though we contracted with BWF to support the initial portfolio optimization assessment, our team has been heavily involved on data refinement, change management, and adoption of processes; it has been crucial to this project so far. Our intention is to focus on this piece.

This webinar is worth (1) CFRE point. 

This session is part of the PD 2020: Partnerships and Collaboration Bundle.

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Empowered Gift Officers & Portfolios; From portfolio optimization to strategic partnership
Recorded 09/21/2020
Recorded 09/21/2020 The University of Colorado launched its “Essential CU” campaign earlier this year. To better inform its fundraising goals, CU Boulder contracted the services of Bentz Whaley Flessner (BWF) to gain greater insights into the fundraising potential of their current prospects’ pool in support of the campaign. BWF produced select predictive models to inform next steps. CU Systems Advancement then partnered with BWF as a continuation of the initial project to leverage the scores generated by the predictive models and further refine the data with the team’s in-house expertise. This collaboration focused on re-balancing and strengthening portfolios with new prospects uncovered by the predictive models. New guidelines and a stronger desire to partner transpired through this portfolio optimization work. This presentation will share the process our Research, Analytics & Prospect Development team went through, the lessons learned, and opportunity ahead with the frontline staff at CU Boulder. For this presentation, we may also include a development office and/or a representative of BWF who worked with our team on the project. Though we contracted with BWF to support the initial portfolio optimization assessment, our team has been heavily involved on data refinement, change management, and adoption of processes; it has been crucial to this project so far. Our intention is to focus on this piece.

Jennifer N Schofield

Prospect Development Specialist

University of Colorado

Andrea Holland, MLIS

Assistant Director of Prospect Development

University of Colorado