Roundtable: Portfolio Composition & Metrics

Let's talk about portfolio composition, and ask the question: are we measuring what matters? 

Apra DC-MD member Kate Hagen (and 2025 recipient of the Apra Maryland Apra PD Scholarship!) will facilitate a conversation about what makes a well-balanced portfolio and why and the challenges to navigate in creating one; and using data to make better decisions, support fundraisers, and keep the donor at the center.

This roundtable will touch on subjects such as: 

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

Roundtable Facilitator 

Kate Hagen

Assistant Director of Development for Prospect Management and Planned Giving Administration

Goucher College