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Richard Perry and Jeff Schreifels

Freshen Your Core Caseload to Counter Donor Attrition

2 min read

Freshen Your Core Caseload to Counter Donor Attrition

#3 in the series How a Caseload Grows Over Time We have just completed a major study on how a major donor caseload behaves over time. I will address the economics of the caseload in the next blog. Today, I want to talk to you about the composition of the caseload and donor attrition.

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The Two Major Donor Segments on Your Caseload

3 min read

The Two Major Donor Segments on Your Caseload

#2 of the series How a Caseload Grows Over Time In my last blog, I talked about your major gift caseload as an incubator for transformational giving. Here is how that works. In our training on...

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Your Core Caseload: An Incubator for Transformational Giving

3 min read

Your Core Caseload: An Incubator for Transformational Giving

This is the first in a five-part series called How a Caseload Grows Over Time. There are two reasons it is very important for major gift officers to understand how this works:

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3 min read

Creating a Mid-Level Donor Program for YOUR Non-profit

When Richard started Veritus Group, and I later joined him, we started out working with clients to create, build and manage only major gift programs. But after several years, we began noticing that...

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3 min read

What’s Your “December Plan” for Major Donors?

It’s December, and you are coming down to the wire on whether or not you will meet your year-end goals. For major gift fundraisers, this is such an amazing (yet stressful) time.

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3 min read

Time to Plan: #3 – Refresh Your Caseload

As a major gift officer, you are delivering two values. First, you are delivering value to the donor by helping her fulfill her interests and passions through her giving to your organization. Second,...

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3 min read

Time to Plan: #2 – Planning for the New Year

2016 is just days away. It is not too early to start planning how you’ll be successful in the coming calendar year.

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4 min read

Time to Plan: #1 – Year End Strategy

This is the first of a three-part series. We’re into December already, and there are plenty of distractions pulling you away from your caseload.

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3 min read

Seven Ways MGOs Can Avoid Burnout

I talk to many major gift officers, development professionals and non-profit executives every week. Perhaps it’s the time of year, or the stage in their careers, but I’m hearing from a large portion...

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Setting Boundaries with Donors

2 min read

Setting Boundaries with Donors

I think if there is one thing that you’ve heard us say more than anything in the Passionate Giving Blog it’s that you need to establish solid relationships with your donors. There is no question...

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