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AFP SOCO Breakfast and Learn: Portfolio Management

  • Thursday, June 25, 2026
  • 8:30 AM - 10:00 AM
  • Pikes Peak Habitat for Humanity, 3730 Sinton Rd., #100, Colorado Springs, CO 80907

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Managing a portfolio of donors effectively is essential for building meaningful relationships and maximizing fundraising impact. Join Rob Faughnan, Senior Consultant with The Giving Collaborative, for a practical and engaging Breakfast & Learn focused on donor portfolio management.

In this session, Rob will share best practices for building and maintaining a strategic donor portfolio, including how to determine the right portfolio size, prioritize prospects, and balance cultivation, stewardship, and solicitation. Participants will gain actionable strategies for organizing their fundraising efforts, strengthening donor relationships, and increasing philanthropic results.

Whether you are new to major gifts or looking to refine your portfolio strategy, this session will provide valuable insights you can apply immediately.



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