Managing a portfolio of donors effectively is essential for building meaningful relationships and maximizing fundraising impact. Join Rob Faughnan, Senior Consultant with The Giving Collaborative, Kate Faricy Maiurro, Executive Director of the Memorial Hospital Foundation, and Eric Scofield, SVP of Community Impact for Norwood Development Group, for a practical and engaging Breakfast & Learn focused on donor portfolio management.

Eric will start us off with an encouraging message on the importance of philanthropy in our community, followed by Rob and Kate, who will share best practices for building and maintaining a strategic donor portfolio, including how to determine the right portfolio size, prioritize prospects, and balance cultivation, stewardship, and solicitation. Participants will gain actionable strategies for organizing their fundraising efforts, strengthening donor relationships, and increasing philanthropic results.

Whether you are new to major gifts or looking to refine your portfolio strategy, this session will provide valuable insights you can apply immediately.