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

Prospect Research #Chatbytes
09/06/2025 16 min
130: Bethany Morley on Proactive Portfolio Management and Planned Gift Surprises

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Episode Synopsis

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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