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Donor Attrition

The Insights I Have Gleaned by Analyzing over 1,000 Donor Files

4 min read

The Insights I Have Gleaned by Analyzing over 1,000 Donor Files

One of the privileges I have in my work is that I get to review every donor assessment that we do. Over the last 15 years, I’ve reviewed well over a 1,000 of them. I love reviewing them because it...

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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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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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