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What Dunbar’s Number Has in Common With Your Major Gifts Caseload

What Dunbar’s Number Has in Common With Your Major Gifts Caseload

by Richard Perry and Jeff Schreifels | Sep 14, 2022 | Caseload Management, Caseload Value, Major Gift Officer | Caseloads, Major Gift Officers, Major Gifts

What’s the right size for a caseload of major donors? And what does Dunbar’s number have to do with major gifts?

Keep, Lift, Move: The Three Objectives of a Successful Mid-Level Program [Podcast Episode]

Keep, Lift, Move: The Three Objectives of a Successful Mid-Level Program [Podcast Episode]

by Richard Perry and Jeff Schreifels | Aug 8, 2022 | Donor Pipeline, Goals, Metrics, Mid-level, Mid-Level Program, Mid-Level Programs | Caseloads, Mid-level donors, Pipeline Development

In this podcast episode, Kara and Lisa discuss how to measure the success of your mid-level program based on three KPIs.

Question of the Month: When Should You “Disqualify” a Donor and Why?

Question of the Month: When Should You “Disqualify” a Donor and Why?

by Richard Perry and Jeff Schreifels | Apr 1, 2022 | Caseload Management, Qualification, Qualifying Donors | Caseloads, Moves Management, Qualifying

In this video, Richard and Jeff talk about disqualifying donors and how to determine if it’s time to remove a donor from your caseload.

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

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

by Richard Perry and Jeff Schreifels | Feb 9, 2022 | Caseload Planning, New Year, Refreshing your caseload | Caseloads, Major Gifts, Marketing Plans

Learn five actions you must take at the beginning of a new year to be successful in your caseload management.

Overcoming Roadblocks to Create Strategic Donor Plans

Overcoming Roadblocks to Create Strategic Donor Plans

by Karen Kendrick | Jan 14, 2022 | Individual Goals, Individual plans, Obstacles | Caseloads, Planning, Strategic Plans

It can feel overwhelming to start creating strategic donor plans, especially if you don’t know where to begin.

4 Reasons to Remove a Donor from Your Major Gifts Caseload

4 Reasons to Remove a Donor from Your Major Gifts Caseload

by Richard Perry and Jeff Schreifels | Jan 7, 2022 | Caseload Management, Donor management, Refreshing your caseload | Budgets, Caseloads, Management

Yes, sometimes you need to remove a donor from your major gifts caseload. Learn four indicators that it’s time to do a caseload refresh.

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