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....
Passionate Giving BlogTM
Caseloads
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....
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...
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...
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....
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...
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:
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,...
