Strategic Portfolios

UT System's Center for Enhancing Philanthropy invites you to participate in this complimentary, one-day workshop to learn the value of strategic portfolios that produce exceptional results.

Why are strategic portfolios important? What are they? How do I create one?

This is a must-attend workshop for all frontline officers (including planned giving and corporate and foundation officers), researchers and prospect managers. Regardless of the size of your program or your current portfolio, you will come away with new strategies for your top prospects and have a path for superior ROI.

David Lively, Senior Associate Vice President and Campaign Manager for Northwestern University's Office of Alumni Relations & Development, has successfully pioneered this strategy and will lead the workshop again (previously offered in May 2015). Additional practices from UT institutions will be incorporated into the program.

Some takeaways include:
• New strategies for major gift work with actual “how-tos
• Building a Solicitation Strategy Map for your donors
• Lessons learned from case studies
• An accountability grid to improve performance

Online Registration Deadline:  Wednesday
, October 11, 2017


No group hotel reservation block will be made for this workshop. For a list of Austin's downtown hotels, click on the link below.

  • When

  • Tuesday, October 17, 2017
    10:00 AM - 3:00 PM
    Central Time

  • Where

  • UT System Administration
    210 W. 7th Street
    Room 2.206
    Austin, Texas 78701

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