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Episode 291: Taking Over A GO’s Portfolio: Easier Than You Might Think
Episode 291
Published 2 weeks ago
Description
What happens when a trusted gift officer leaves and someone new inherits the portfolio? Too often, new fundraisers worry they're replacing a beloved relationship when, in reality, they're continuing a donor's commitment to a mission they already believe in. Why are donors more connected to organizations than individuals? Understanding these five practical strategies will make portfolio transitions seamless, donor-centered, and successful.