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

Page: https://stenobird.com/podcast/prospect-research-chatbytes-1773/130-bethany-morley-on-proactive-portfolio-management-and-planned-gift-surprises
Text version: https://stenobird.com/podcast/prospect-research-chatbytes-1773/130-bethany-morley-on-proactive-portfolio-management-and-planned-gift-surprises.md
Podcast: [Prospect Research #Chatbytes](https://stenobird.com/podcast/prospect-research-chatbytes-1773)
Published: 2025-06-09T12:00:00+00:00
Episode link: https://prorinstitute.libsyn.com/130-bethany-morley-on-proactive-portfolio-management-and-planned-gift-surprises
Audio file: https://traffic.libsyn.com/secure/prorinstitute/CB130-MorleyBethany-FINAL.mp3?dest-id=256174
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JSON: https://stenobird.com/v1/public/podcasts/prospect-research-chatbytes-1773/episodes/130-bethany-morley-on-proactive-portfolio-management-and-planned-gift-surprises
Duration seconds: 961

## Resource

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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## Transcript

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