Speakers
In the midst of a $1 billion campaign, the University of Montreal embarked on a journey of portfolio optimization to enhance efficiency, foster success and drive growth. Using data, research and prospect strategy, the Prospect Management team was able to optimize Principal giving, Major giving and Planned giving portfolios, giving development officers clarity and realigning their focus.
Learning Outcomes
Stream: Relationship & Portfolio Management
Format: General Session
Ideal Industries: Higher Education