Reeling in Results: Turning Portfolio Reviews into Fundraising Strategy

Struggling to get fundraisers to "take the bait" and engage in strategic conversations? Just like fishing, successful fundraising requires the right strategy, patience, and knowing where to cast your line. Portfolio meetings help ensure fundraisers aren't just fishing in the dark'they provide a clear view of where they stand and how to best engage their prospects. This session will explore how to structure and lead these meetings to hook meaningful insights, identify the best opportunities, reel in strategic conversations, and move beyond routine portfolio reviews to proactive planning. Attendees will leave with actionable strategies to enhance collaboration, optimize portfolios, and make data-driven decisions that support fundraising goals.