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130: Bethany Morley on Proactive Portfolio Management and Planned Gift Surprises
Bethany Morley, Director of Prospect Strategy and Research at West Chester University Foundation, combines frontline fundraising experience with genealogical expertise. She reveals how targeted portfolio adjustments yielded significant results, including a $1.5M planned gift.
- Connect with Bethany: LinkedIn
- Learn more: West Chester University Foundation
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By Prospect Research Institute
4.8
55 ratings
Bethany Morley, Director of Prospect Strategy and Research at West Chester University Foundation, combines frontline fundraising experience with genealogical expertise. She reveals how targeted portfolio adjustments yielded significant results, including a $1.5M planned gift.
- Connect with Bethany: LinkedIn
- Learn more: West Chester University Foundation
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