Conversation & Coffee – September 15, 2021

September Conversation & Coffee

Topic - How We Do It: Managing a Portfolio of Donors for Philanthropic Planning

September 15th, 2021, 1:00 pm - 2:00 pm
Zoom Meeting
Register by September 14th, 2021

TOPIC: How We Do It: Managing a Portfolio of Donors for Philanthropic Planning*

Whether or not you are responsible for a formally designated portfolio of prospects, your work involves portfolio management–segmenting a database, identifying and qualifying prospects, and managing relationships (and lists) for measurable results. In this session, we’ll focus on the mechanics of prospect management rather than the art of relationship-building. You’ll learn how different organizations prioritize prospective planned gift donors and how they track progress through the cultivation and solicitation process.

Our panelists will discuss:

  • What is a philanthropic planning “portfolio?” Who should be in your portfolio and who shouldn’t?
  • How does a gift planner manage the  “moves”  that lead to progress with individual prospects?
  • How do you diagnose and solve problems when a portfolio isn’t producing gifts?

Lizabeth Chambers, Philanthropic Advisor, College of the Desert Foundation
Steve Clark, Assistant VP for Gift Planning, Virginia Tech
Robert Shafis, Director of Planned Giving Services, Veritus Group

*Special Note: This month’s program is a bit different than our recent Zoom programs. We will gather at the usual time via Zoom, view this highly recommended recorded presentation together, and then discuss / answer each others’ questions.

WHAT: Conversation & Coffee

WHEN: Wednesday, September 15, 2021

TIME:  1:00 – 2:00 p.m.  (ET) – Program 

LOCATION:  Zoom Meeting

WHO: GCPGC members and guests

Cost:  Free for all attendees, thanks to our sponsor, The Fifth Third Foundation. 

Bring a colleague or board member to learn what the GCPGC is about…

If you do not receive an email confirmation of RSVP, please call 513-554-3071 to confirm your RSVP and report that the automatic response mechanism did not work for your e-mail.

Members of the 2021 Conversation & Coffee Committee are Amy Cheney of Crayons to Computers, Mindy Hammer of the Free Store Food Bank, Jeff Lydenberg of PG Calc and Conrad Theide of Cincinnati Public Radio. For more information on upcoming Conversations and Coffee programs, please visit the Greater Cincinnati Planned Giving Council website at

MARK YOUR CALENDAR: Conversation and Coffee is hosted, typically, the 3rd Wednesday of each month.

Tickets are no longer available.