Portfolio Management: From Adequate to Amazing

Portfolio Management: 

From Adequate to Amazing

Wednesday, October 21, 2015

2:00 p.m. – 3:30 p.m.

Harvard Business School

Cumnock Hall, Room 102

Boston, MA 02163

Description:

Is your organization making the most of its constituent base? Are you worried about potential donations falling through the cracks in a fast-paced environment? NEDRA invites you to join Ian T. Wells for a program demonstrating how effective portfolio management can have a profound impact on your organization’s performance. Even prominent development offices underperform compared to their true potential when they lack the right processes for managing prospects. This program will provide insights for building stronger pipelines, conducting portfolio reviews that get results, and implementing metrics to prevent fundraiser burnout and donor apathy. Maximize your organization’s performance through this strategic approach to prospect management.

Presenter:

Ian T. Wells is the president of Ian T. Wells & Associates, a consulting firm providing research and advisory services to non-profit organizations in New England and New York. He also serves as the secretary of the New England Development Research Association, and is the chairman of NEDRA’s Volunteer Committee. Ian previously served as the director of prospect development at Boston College, and prior to that, held positions at Massachusetts General Hospital and Boston Children’s Hospital. Since founding his company, Ian has worked with organizations of all sizes to help them with their development research needs, including proactive prospecting, providing detailed individual research, and developing comprehensive portfolio management protocols from scratch. Ian lives with his family on the North Shore of Massachusetts.

Cost:

NEDRA Members : $85

Non-members: $125

Directions:

To Harvard Business School 

To Cumnock Hall

* Enter Cumnock Hall on the right side of the building, facing the green rectangular lawn between Spangler Center and Aldrich Hall (shown on campus map). 

* Take immediate first right to head through glass door to Cumnock basement (attendees will know they’re heading in the right direction when they see an oil painting of Alexander Cumnock on the wall). 

* Head down 2 small flights of stairs to reach Cumnock basement. * Take immediate left at double doors. Cumnock 102 and 103 are on the far left wall. * Restrooms are located on the same floor as Cumnock 102, just on the opposite side from Cumnock 102.

Parking:

HBS Parking Map

The parking booth for the main parking lot is located off of Batten Way near Spangler Center. Visitor parking should be arranged by an employee in the days prior to a visit. Metered parking is available in the Harvard Innovation Lab lot off of Western Avenue and in the parking garage off of East Drive.