– Assigning solicitors
– Building portfolios to meet gift officer metrics
– Conducting portfolio review meetings
– Data-driven prospect identification
– Does your portfolio have the right “mix” of prospects?
– How to ensure a seamless prospect hand-off
– Identifying your “top 10” prospects
– Prospect bio summaries
– Prospect classification
– Prospect research tools/software
– Reporting for portfolio review/management
– Wealth screening
