On-demand Webinar + Presentation Slides


This on-demand session shows you how to strategically assign and organize portfolios and measure fundraiser performance to maximize fundraising success.

Join Gravyty's, Marijana Boone, and Pursuant Advizor's, Doug Cogswell, as they:

  • break apart portfolios
  • show you how to focus on donor segments
  • recognize and set strategies within those segments
  • establish fundraiser daily metrics that lead to giving outcomes

Join us for a discussion on Optimizing Portfolios for Fundraising Success.

These metrics aren't the same that you're used to hearing about, because they're not one-size-fits-all. See what's possible when we align metrics to specific donor types and even how to balance these metrics based on a fundraiser's own strengths.

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