Led by Serena Bruzgo, President, Craig Hospital Foundation

A question we here often in this work and in ILD is, what size should a gift officer's portfolio be? Drawing upon her vast experience, Serena developed a process for determining portfolio size. She considers the weekly, monthly, and annual time she will need to spend with each donor and time required for other internal/external responsibilities from management, to staff meetings, to other types of fundraising and community involvement. Once you have this comprehensive understanding of your time, you will know how many donors you can work with at each engagement level.