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Will the Real Mid-Level Program Please Stand Up?

Will the Real Mid-Level Program Please Stand Up?

by Guest Contributor | Jun 9, 2023 | Mid-Level Programs, Relationship-based Fundraising, Strategic Plan | Caseloads, Mid-Level, Pipeline Development, Retention, Strategic Plans

The term mid-level has multiple meanings, depending on who you ask. At Veritus, a mid-level program means a direct, relationship-based fundraising strategy.

Question of the Month: How do you actually tier a donor caseload?

Question of the Month: How do you actually tier a donor caseload?

by Richard Perry and Jeff Schreifels | May 17, 2023 | Caseload, Caseload Management, Tiering, Tiering Donors | Caseloads, Strategic Plans, Structure, Tiering

In this Question of the Month video, Jeff Schreifels and Richard Perry explain how to tier your donor caseload to maximize your efforts.

Stop Using Donor Wealth Ratings to Build a Portfolio

Stop Using Donor Wealth Ratings to Build a Portfolio

by Richard Perry and Jeff Schreifels | Apr 14, 2023 | Caseload Management, Donor Capacity, Major Gift Portfolios, Strategic Plan, Wealth Data, Wealth Indicators | Caseloads, Fundraising, Giving, High Givers, Strategic Plans, Structure

Here are the problems you’ll encounter if you rely on donor capacity and wealth ratings as your primary method of building a portfolio.

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.

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