1. Major Gifts and Portfolio Management
January 10, 2017
Jesuit School Network
2017 JSN Regional Advancement Conference, New Orleans

2. Context: Organic Campaign
Second Century Campaign
“Buckets”
Strategic Vision

3. Context: Organic Campaign

4. Portfolio Management Weekly Reports Monthly Portfolio Reviews
Campaign Initiatives
Actions
Major Gift Prospects: Considering
Annual Fund
Gifts By Constituency
Transaction Sweep Ledger

5. Portfolio Management Weekly Reports Second Century Campaign Progress
Fiscal Year
Milestones
Initiative
Outright
Pledges
Commitment Value
Total Cash/ Stock Received
Weekly Reports

6. Portfolio Management Weekly Reports
Second Century Campaign Status by Initiative
Initiative
Outright
Pledges
Commitment Value
Total Cash/ Stock Received
Goal
Amount Remaining
Percent to Goal
Weekly Reports

7. Portfolio Management Weekly Reports Readiness Code Bucket/Priority
4. Getting warmer but will not be ready for an ask until or later.
6. Is now considering a campaign proposal; we're waiting to hear the decision. When he/she actually makes a pledge, we will change the code to 2; if he declines, we will change the code to a 1.
3. Still pretty cool; probably won't be ready until or later.
2. On hold for now; already committed and paying on a commitment or "resting" from an earlier major commitment.
5. Sufficiently cultivated; ask for campaign gift during
1. Not a viable candidate for this campaign: evolving life circumstances or simply no interest in LA or insufficient capacity.
Bucket/Priority
Tuition Assistance Endowment
0. No Campaign Bucket Assigned
Science and Technology
Balance Sheet Stability
Ignatian Educator
Capital Projects – Fine Arts
Planned, Estate, Trusts, Wills
Capital Projects – Aquatic
Weekly Reports

8. Portfolio Management Weekly Reports Second Century Campaign Gift Table
Snapshot of the Population
Tracks Progress
Represents $66m of a $70M campaign, or 95% of the goal
Weekly Reports

9. Portfolio Management
Weekly Reports

10. Portfolio Management Weekly Reports Action Count Solicitation
Action Category
Solicitor
Closed
Action Status
Stewardship
Mailing
Early Cultivation
Non-Portfolio/ Early Cultivation
Meeting
Cultivation
Phone Call
Weekly Reports

11. Portfolio Management Weekly Reports
Portfolio Prospects Considering a Major Gift
Readiness
Not viable for this campaign
Commitment already in place
Won’t be ready until two years from now or later
Won’t be ready until next year
Sufficiently cultivated; ask this fiscal year
Currently considering a campaign pledge
Count
Ask Amount
Weekly Reports

12. Portfolio Management Weekly Reports
Portfolio Prospect Considering a Major Gift Detailed by Solicitor
Weekly Reports

13. Portfolio Management Weekly Reports Monthly Portfolio Reviews
● Portfolio Reporting
● Review Sheet

14. Portfolio Management Monthly Portfolio Reviews Readiness Code
4. Getting warmer but will not be ready for an ask until or later.
6. Is now considering a campaign proposal; we're waiting to hear the decision. When he/she actually makes a pledge, we will change the code to 2; if he declines, we will change the code to a 1.
3. Still pretty cool; probably won't be ready until or later.
2. On hold for now; already committed and paying on a commitment or "resting" from an earlier major commitment.
5. Sufficiently cultivated; ask for campaign gift during
1. Not a viable candidate for this campaign: evolving life circumstances or simply no interest in LA or insufficient capacity.
Bucket/Priority
Tuition Assistance Endowment
0. No Campaign Bucket Assigned
Science and Technology
Balance Sheet Stability
Ignatian Educator
Capital Projects – Fine Arts
Planned, Estate, Trusts, Wills
Capital Projects – Aquatic

15. Portfolio Management Monthly Portfolio Reviews Name of Constituent
Readiness Code
Capital Campaign Ask
Gifts in Current Fiscal Year
Capital Campaign Actual
Priority (Campaign Code)
Date Assigned/Days in Portfolio
Division Circle
Proposal Date Asked/Expected
Wealth Engine Data
Capital Campaign Timing
Monthly Portfolio Reviews

16. Portfolio Management Monthly Portfolio Reviews
Monthly Portfolio Review Sheet
Individual Dollar Goal
Year to Date Gifts
Yearly Portfolio Goal
Portfolio to Date
Portfolio this Month
Successes
Meetings in the next 30 Days
Portfolio Manager Comments
Monthly Portfolio Reviews

17. Questions?
Thank You!