Staupell Water Cooler Chat | Free Event

Portfolio Optimization and Strategy

Tuesday, August 11, 2026

12 PM ET

Prospect development professionals need to be moving beyond basic portfolio maintenance to creating a strategy for the portfolio, as a whole, that aligns the right prospects with the right fundraisers, prioritizes opportunities, and drives results.

Join prospect management expert, Ruthie Giles, as she talks about practical approaches to portfolio optimization, including segmentation, capacity and inclination balancing, pipeline health, and portfolio review processes. Attendees will gain actionable frameworks for improving portfolio performance, strengthening fundraiser alignment, and using data to inform smarter decisions across the fundraising pipeline.

At Staupell Analytics Group, we are committed to helping you build the highest possible quality fundraising operations. That’s why we follow our FIT approach (Fix, Innovate, Teach) to develop tailored solutions for your specific operational needs. With our expertise in Database Management, Fundraising Analysis & Reporting, Prospect Development, and Data Optimization services, we’ll guide you utilizing your limited resources more effectively.

Don’t miss this opportunity to connect with other professionals in the field and gain new ideas to improve the efficiency of your fundraising operations. It will help contribute to a more successful and impactful fundraising year!

Tuesday, August 11, 2026

12 PM ET

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