FundSvcs Community

  • 1.  Portfolio assignment

    Posted 13 days ago

    Good morning!!


    We are an organization maturing in fundraising; our structure is organized by principal gifts, regional development, annual giving and services and operations, stewardship is part of operations. 


    Our stewardship function now needs to be more strategic and targeted, for which we think assigning prospects to a stewardship portfolio makes perfect sense. I know that many organizations represented in this forum had already done that. Does anyone have a practical guide, SOP, or want to share their methodology to assign prospects to a stewardship portfolio?


    If not, maybe someone can point me to an existing resource? Any help would be appreciated!


    Adriana Bitoun

    Director of  Strategic Advancement Resources



    247 King George Street

    Annapolis, MD 21402


    p. 410-295-4150

    m. 562-805-8815