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Caseloads

Gut Check: Everyone Needs to Do It

2 min read

Gut Check: Everyone Needs to Do It

I recently renovated my home office. What a project. Just getting ready took a full week. I moved everything out and committed to purging and not bringing anything back in that I didn’t use or love....

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 Five Things You Must Do in Caseload Management at the Beginning of This Year

2 min read

Five Things You Must Do in Caseload Management at the Beginning of This Year

Don’t let one more minute of this new year go by before you cross off the following five things in your major gifts caseload management: Review your caseload and make donor additions and deletions....

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Giving Ebbs and Flows, but the Trend Line is Up

2 min read

Giving Ebbs and Flows, but the Trend Line is Up - Veritus Group

#5 in the series How a Caseload Grows Over Time Budget time in any organization, commercial or non-profit, is when revenue forecasts are always made. Someone will invariably say, “We need growth of...

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The Economics of a Mature Caseload

3 min read

The Economics of a Mature Caseload

#4 in the series How a Caseload Grows Over Time “Aren’t you just moving old money around?” the finance person asked, as he sought comfort that the major gift program was really working. So I stated...

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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....

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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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