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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.

The Qualification Process is a Necessary Pain in the Butt

The Qualification Process is a Necessary Pain in the Butt

by Richard Perry and Jeff Schreifels | Nov 12, 2021 | Donor Pipeline, Moves Management, Qualifying Donors | Caseloads, Major Gifts, Qualifying

Learn how to successfully complete the qualification process no matter where you might be starting.

I Can’t Do It All… But Perhaps You Can!

I Can’t Do It All… But Perhaps You Can!

by Richard Perry and Jeff Schreifels | Nov 10, 2021 | Planning, Strategy, Time Management | Caseloads, Overworked, The Veritus Way

Implementing a new major gifts approach is never easy. But you can do it while also managing your existing responsibilities.

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