PPGC Lunch and Learn Webinar

Title: Using Portfolio Reviews to Maximize Planned Gifts For Your Organization

Presenter: Camille Anderson Licklider

Webinar Description: How can we best serve our fundraising colleagues as they manage proposals that have a planned giving component? How do we "check up" on their progress in a way that feels supportive? How do we encourage them to collaborate with us, and how do we ensure that all of our proposals are on track? Conducting portfolio reviews on a consistent basis can increase the likelihood that open proposals close in a timely manner, while also serving as an effective form of education for fundraisers at all levels of your organization. This session demonstrates one institution's approach to micro-portfolio reviews that are focused on planned gifts and how this process has created a culture of collaboration and teamwork across a vast array of fundraising teams.

Note: This session was pre-recorded on 11/19/2024.