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Building a Portfolio with Intention

Perhaps more than any other nonprofit model, fiscal sponsors deal with near constant change - new projects joining, projects exiting, projects growing and contracting, new support offerings being piloted and implemented, ect.  All of this brings immense complexity that stretches staff and systems and requires careful planning to effectively manage. Whether your organization periodically engages in strategic planning or has adopted a framework where planning is an ongoing process, understanding the nature of your existing portfolio and cost recovery model allows you to better plan for sustainability and impact. Join us as Asta Petkeviciute reflects on the dozens of portfolio analyses she’s worked on with fiscal sponsors over the past 18 months and offers insights into how to best get ready for and leverage portfolio analysis tools.

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January 12

Where are we headed? Predictions for the Field Scan

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February 9

Fiscal Sponsors & their Boards. How to Engage?