Array ( [page] => 0 [academy] => bloomerang-gratavid-a-relationship-centric-approach-to-portfolio-management-and-handoffs-04-23 [post_type] => academy [name] => bloomerang-gratavid-a-relationship-centric-approach-to-portfolio-management-and-handoffs-04-23 [error] => [m] => [p] => 0 [post_parent] => [subpost] => [subpost_id] => [attachment] => [attachment_id] => 0 [pagename] => [page_id] => 0 [second] => [minute] => [hour] => [day] => 0 [monthnum] => 0 [year] => 0 [w] => 0 [category_name] => [tag] => [cat] => [tag_id] => [author] => [author_name] => [feed] => [tb] => [paged] => 0 [meta_key] => [meta_value] => [preview] => [s] => [sentence] => [title] => [fields] => [menu_order] => [embed] => [category__in] => Array ( ) [category__not_in] => Array ( ) [category__and] => Array ( ) [post__in] => Array ( ) [post__not_in] => Array ( ) [post_name__in] => Array ( ) [tag__in] => Array ( ) [tag__not_in] => Array ( ) [tag__and] => Array ( ) [tag_slug__in] => Array ( ) [tag_slug__and] => Array ( ) [post_parent__in] => Array ( ) [post_parent__not_in] => Array ( ) [author__in] => Array ( ) [author__not_in] => Array ( ) [search_columns] => Array ( ) [ignore_sticky_posts] => [suppress_filters] => [cache_results] => 1 [update_post_term_cache] => 1 [update_menu_item_cache] => [lazy_load_term_meta] => 1 [update_post_meta_cache] => 1 [posts_per_page] => 20 [nopaging] => [comments_per_page] => 50 [no_found_rows] => [order] => DESC )

Back to Bloomerang Academy

ACADEMY

Bloomerang + Gratavid: A Relationship-Centric Approach to Portfolio Management and Handoffs

In an annual pipeline survey of top nonprofit organizations and thought leaders, internal handoff and portfolio procedures were among the top five challenges teams currently face.

When should a major donor be transitioned to a mid-level gift officer to grow and nurture that relationship, or when should you move a donor up? How and when are you introducing donors to the rest of the fundraising organization to ensure a smooth transition down the line?

Not establishing clear internal processes for portfolio management leads to major misses in growing key donor relationships, especially with staff turnover. In this session, a seasoned fundraising expert will cover the state of portfolio management and share best practices for when to move up or move out.

View this session’s slides here.

Sara Salako

Sara Salako is the Marketing Coordinator at Bloomerang. Her passions include reading, traveling, and making people laugh. She supports organizations focused on animal welfare, social justice, and mental health. Outside of the office, Sara enjoys cooking with her husband and spending time with friends in cute coffee shops.

Maximize Your Impact on the Go: Fundraise with Bloomerang Mobile

Bloomerang Volunteer in Action!