Water Cooler Chat Replay: Portfolio Readiness

How do we position portfolios so that they may allow our fundraisers to be successful? Using cultivation stages, capacity ratings, RFM scores, engagement scores, and various other data points … coupled with right-sizing the portfolio. Sounds simple enough, but there is a delicate art to how we balance the data side of this work with the relationship side.

In this Water Cooler Chat, we talked about our tactics, methods, challenges, and obstacles that we encounter as we work to make a portfolio ready for our fundraisers as we position them for success.