Roundtable: Portfolio Composition

Let's talk about portfolio composition! 

Apra DC-MD member Kate Hagen (and 2025 recipient of the Apra Maryland Apra PD Scholarship!) will facilitate a conversation about what makes well-balanced portfolio and why, and the challenges to navigate in creating one. 

This roundtable will touch on subjects such as: 

• Industry benchmarks
• Shared data challenges
• Operational processes
• Prospect "hoarding" 
• Metrics

Roundtable Facilitator 

Kate Hagen

Assistant Director of Development for Prospect Management and Planned Giving Administration

Goucher College