The Philanthropy Network Newsletter

The Philanthropy Network Newsletter

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The Philanthropy Network Newsletter
The Philanthropy Network Newsletter
Portfolio Theory & Major Donor Portfolios

Portfolio Theory & Major Donor Portfolios

A Modern View of Portfolio Optimization.

Brad Smith's avatar
Brad Smith
Mar 11, 2024
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The Philanthropy Network Newsletter
The Philanthropy Network Newsletter
Portfolio Theory & Major Donor Portfolios
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I hate wasted motion. Not like the extra cup of coffee you feversihly seek out in the morning, or that internal strategy meeting that exists as part of the internal kubuki theatre at many nonprofits. I’m talking about the place where we tolerate the most wasted motion in the advancement profession: your portfolio of major donor prospects. And because I…

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