Here are three donor caseload management strategies to help focus your efforts on where you can make the biggest impact at year-end.
What should an MGO be doing on a daily basis? Weekly? Monthly? Here’s a printable checklist to help MGOs prioritize their essential tasks!
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.
In this Question of the Month video, Jeff Schreifels and Richard Perry explain how to tier your donor caseload to maximize your efforts.
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’s the right size for a caseload of major donors? And what does Dunbar’s number have to do with major gifts?