Revamping Portfolio Consultations


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From 2020-2021 the Prospect Development shop at the University of Washington made a significant shift in our approach to portfolio consultations. Catalyzed by a confluence of forces including a staffing shortage, a pandemic, remote work, and an upcoming CRM transition, the Prospect Management team reimagined these meetings in powerful and effective ways. In partnership with frontline fundraisers we re-focused how we meet the diverse and specific needs of our fundraising teams--without overloading PD staff. In the process we have opened doors to the deeper, forward-looking strategic value we can provide as prospect development partners. In this session we will cover our journey from portfolio reviews to portfolio consultations, as well as how we are intentionally developing a shared language with our fundraisers and our ongoing work to position ourselves as true strategic partners.

Lindsay Welliver

Sr. Research Strategist

University of Washington

A Sr. Research Strategist with the University of Washington, Lindsay entered the prospect development field in 2009 as an assistant and prospect researcher with Children’s Hospital Los Angeles Foundation. In 2013 Lindsay moved back home to the Northwest, joining the University of Washington Prospect Development team as a research strategist. Lindsay now partners with a large team of UW Medicine major gift officers on prospect intelligence of all kinds, including identification, qualification, strategy, portfolio optimization, and analysis. In addition, Lindsay currently serves as VP/Treasurer of Apra-NW (2017-2023), is a professional actor, and has the distinction of being a proud 2nd-place Jeopardy! alum.

Lana Harvey

Sr. Research Strategist

University of Washington

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Revamping Portfolio Consultations
Recorded 07/28/2022
Recorded 07/28/2022 From 2020-2021 the Prospect Development shop at the University of Washington made a significant shift in our approach to portfolio consultations. Catalyzed by a confluence of forces including a staffing shortage, a pandemic, remote work, and an upcoming CRM transition, the Prospect Management team reimagined these meetings in powerful and effective ways. In partnership with frontline fundraisers we re-focused how we meet the diverse and specific needs of our fundraising teams--without overloading PD staff. In the process we have opened doors to the deeper, forward-looking strategic value we can provide as prospect development partners. In this session we will cover our journey from portfolio reviews to portfolio consultations, as well as how we are intentionally developing a shared language with our fundraisers and our ongoing work to position ourselves as true strategic partners.