What’s the right size for a caseload of major donors? And what does Dunbar’s number have to do with major gifts?
In this podcast episode, Kara and Lisa discuss how to measure the success of your mid-level program based on three KPIs.
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.
Learn five actions you must take at the beginning of a new year to be successful in your caseload management.
It can feel overwhelming to start creating strategic donor plans, especially if you don’t know where to begin.
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.