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Donor File

You Can Have More Major Donors in 2025

3 min read

You Can Have More Major Donors in 2025

We are absolutely living in strange times. Many have coined it the second “Gilded Age.” We see power in the hands of extremely wealthy billionaires and the gulf between the wealthiest and the poorest...

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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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 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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