With increased leadership turnover in higher education becoming a nationwide trend, what happens when a new leader starts—or, ideally, several months before they start? With prospect development’s deep knowledge of top prospects and advancement data and history, our teams are almost always well-positioned to play an important role in supporting these leaders as they get their feet under them.
In the final installation of this article series exploring the origins of a common industry benchmark for major gift officer portfolio size, author Juliet Carpenter shares real-world examples of organizational portfolio targets.
Despite many principal and major gifts portfolio teams following the general industry guideline of maximum prospects for a portfolio, a common conclusion is that this "one size fits all" approach doesn't cut it. In part two of this series, explore factors to consider in determining the ideal portfolio size for your organization’s gift officers.