Reflecting back on 2017, the team at Houston Endowment could not have envisioned how their grantmaking processes would evolve following their migration to GivingData. But with the help of its newly hired Director of Learning and Evaluation, Russ Ramsey, the foundation discovered how Portfolio Management could support its system change initiatives and transform its learning practices.

Though still evolving, portfolio management has become the way of working at Houston Endowment and has produced many desired and unanticipated results.

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