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. <ul> <li>Connect with Bethany: <a href= "https://www.linkedin.com/in/bethanyamorley/">LinkedIn</a></li> <li>Learn more: <a href="https://www.wcufoundation.org/">West Chester University Foundation</a></li> </ul>

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

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. <ul> <li>Connect with Bethany: <a href="https://www.linkedin.com/in/bethanyamorley/" rel="noopener noreferrer">LinkedIn</a></li> <li>Learn more: <a href="https://www.wcufoundation.org/" rel="noopener noreferrer">West Chester University Foundation</a></li> </ul>

130: Bethany Morley on Proactive Portfolio Management and Planned Gift Surprises

Prospect research professionals share their stories, tips, and commentary on topics that affect our fundraising work and our lives. We also sneak in guests from outside our field to shake up our perspective on fundraising and prospect research.

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130: Bethany Morley on Proactive Portfolio Management and Planned Gift Surprises

130: Bethany Morley on Proactive Portfolio Management and Planned Gift Surprises