{"product_id":"strategic-portfolio-management","title":"Strategic Portfolio Management (on-demand webinar)","description":"\u003cp\u003eAt KDD Philanthropy, we know from experience that strategic portfolio management is the foundation of fundraising success. This two part series provides fundraisers with the tools they need to use their portfolio as a tool for raising exceptional gifts and supporting the larger institution’s goals. A mix of big-picture guidance, practical advice, and hands-on exercises to reinforce skillset development, this series offers three trainings that will build a greater understanding of data, assist in setting prioritization around prospects and build opportunities for greater collaboration across your advancement shop. We will discuss the factors that support portfolio optimization and provide immediately-actionable tips on how to use organizational trends to support donor engagement and portfolio management.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eSession 1: How to Approach Your Portfolio\u003cbr\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli value=\"1\"\u003eHow to: Understanding and applying portfolio optimization, planning, engagement, and decision-making skills for moving donor strategies.\u003c\/li\u003e\n\u003cli value=\"2\"\u003eStrengthen understanding of portfolio contacts for relationship movement. Build skill sets so that gift officers are contacting 90% of their portfolios within a 90-day period.\u003c\/li\u003e\n\u003cli value=\"3\"\u003eExercise: Masked Portfolio\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eSession 2: Supporting the Institutional Portfolio\u003cbr\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eExpand portfolio definitions to include institutional portfolios.\u003c\/li\u003e\n\u003cli value=\"2\"\u003eExplore ways to better diversify portfolios.\u003c\/li\u003e\n\u003cli value=\"3\"\u003eStrengthen portfolio collaborations.\u003c\/li\u003e\n\u003cli value=\"4\"\u003eExercise: Inclination exercise to support tools from sessions one and two. contributing to the larger goals of Advancement and the entire institution.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cspan\u003eA KDD Philanthropy webinar is applicable for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and\/or recertification.\u003c\/span\u003e\u003c\/p\u003e","brand":"My Store","offers":[{"title":"Default Title","offer_id":46906080788715,"sku":null,"price":329.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0783\/2528\/5099\/files\/6_copy.png?v=1778604518","url":"https:\/\/kddphilanthropy.myshopify.com\/products\/strategic-portfolio-management","provider":"KDD Philanthropy","version":"1.0","type":"link"}