E291 - Episode 291: Taking Over A GO’s Portfolio: Easier Than You Might Think
Published: July 28, 2026
Duration: 23:35
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.