3 Tips for Unlocking Year-End Success
It’s year-end and you’ve just landed a new job – now what? How are you going to ask donors for a gift when you don’t even know them? Or maybe you’ve had a portfolio, but it’s WAY too big, so there’s no way you can reach everyone. How do you know where to focus your...
Get Your Caseload Management Checklist!
Recently, we were talking to a client about how to help their fundraisers stay on track. They know the general idea and direction they should be heading, but when it comes to the day-to-day question of “Where should I be spending my time?” there’s often confusion or a...
Will the Real Mid-Level Program Please Stand Up?
Words create pictures in our minds. The challenge in communication is determining if the picture in our mind matches the picture in the mind of the person speaking and vice versa. One of the coaching exercises I use to illustrate this point is to ask what someone...
Question of the Month: How do you actually tier a donor caseload?
After you’ve qualified your donors, tiering your caseload is the next step to help you focus your time so that you’re spending the majority of your effort on donors who have both a deep connection to your organization AND the potential to give significantly. But how...
Stop Using Donor Wealth Ratings to Build a Portfolio
I can’t believe I’m still writing about this, but in talking to many MGOs recently, we’re still returning to this issue: using donor capacity rankings (or wealth ratings) as the first criteria when building a major gifts portfolio. Just recently I heard of a large...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
