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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.

What Major Gifts Needs to Know about Planned Giving

What Major Gifts Needs to Know about Planned Giving

by Richard Perry and Jeff Schreifels | Apr 30, 2021 | Cooperation | Caseloads, Major Gifts, Planned giving

In order to work together major gifts staff needs to know some things about planned giving.

From the Front Lines: What to Expect When You Try to Qualify Donors

From the Front Lines: What to Expect When You Try to Qualify Donors

by Richard Perry and Jeff Schreifels | Apr 9, 2021 | Strategy | Caseloads, Qualifying, Touch Points

Here’s how the qualifying process works, when you’re building a caseload of major donors.

You Can’t Spend All Your Time with a Donor Just Because You Like Them

You Can’t Spend All Your Time with a Donor Just Because You Like Them

by Richard Perry and Jeff Schreifels | Mar 22, 2021 | Accountability, Portfolio Management | Caseloads, Focus, Tiering

Here’s how you tier your portfolio for major gifts.

The Gut-Check Method: 10 Questions to Ask Yourself

The Gut-Check Method: 10 Questions to Ask Yourself

by Richard Perry and Jeff Schreifels | Dec 30, 2022 | Caseload Management, MGOs, Portfolio Management, Qualifying Donors, Relationships | Caseloads, Communication, Qualifying

If you can’t answer these questions about your caseload donors, then they’re not yet qualified for your portfolio.

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