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Caseload Management

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3 min read

This Is What Your CRM Should Look Like

Your organization probably has a CRM. You log gifts in it, pull reports from it, and store donor contact information in it. That’s all good! But if you’re honest, you might still feel like something...

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side-view-man-watering-plant-home

3 min read

The Major Gift Officer’s Guide to Managing a Full Caseload

If I had to guess, you probably didn’t become a major gift officer because you love spreadsheets, dashboards, and CRM data entry. You got into this work because you care about the mission. You wanted...

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3 min read

Are You Using Your CRM the Right Way?

Here’s a hard but useful question to ask yourself: if you had to hand one of your donor portfolios to a new Major Gift Officer tomorrow, could they step in and keep those relationships moving without...

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Politician sitting at round table in boardroom

2 min read

What Happens When Everyone at the Table Looks the Same

I’ve been thinking a lot about equity in fundraising. Maybe that sounds like a buzzword these days, but it’s a real, structural issue that directly affects whether organizations actually grow. When...

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man-sits-desk-with-computer-man-working-computer

3 min read

The Right Way to Refresh Your Caseload

Let’s start with a reality every major gift officer eventually runs into: donors leave your caseload. Some pass away. Some change priorities. Some hit a business downturn. At the same time, new...

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Top Rated Podcast

Twice monthly,  Jeff addresses current topics and classic problems in major gift fundraising.

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