Daily, Weekly, and Monthly Strategies to Better Manage Your Portfolio

(Retired)
Retired course gerneric thumbnail

Daily, Weekly, and Monthly Strategies to Better Manage Your Portfolio

(Retired)

Table of Contents

Overview

Routine portfolio maintenance.

Learn strategies and tips for portfolio management for greater fundraising success.

Agenda

  • Portfolio Maintenance
  • Establishing Your Portfolio Routine
    • Daily
    • Weekly
    • Monthly
  • Leveraging Metrics in Portfolio Management

Tagged In

Advancement Services & Operations Major & Planned Giving

Why is this event retired?

At AI we want to always ensure that the best and most current trainings are available to members, and we regularly review our trainings to ensure that is the case.