Question of the Month: When Should You “Disqualify” a Donor and Why?
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
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
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
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
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!
Implementing a new major gifts approach is never easy. But you can do it while also managing your existing responsibilities.
TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
