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

An episode of the Prospect Research #Chatbytes podcast, hosted by Prospect Research Institute, titled "130: Bethany Morley on Proactive Portfolio Management and Planned Gift Surprises" was published on June 9, 2025 and runs 16 minutes.

June 9, 2025 ·16m · Prospect Research #Chatbytes

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Episode Description

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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