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.
Learn five actions you must take at the beginning of a new year to be successful in your caseload management.
It can feel overwhelming to start creating strategic donor plans, especially if you don’t know where to begin.
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.
Learn how to successfully complete the qualification process no matter where you might be starting.
Implementing a new major gifts approach is never easy. But you can do it while also managing your existing responsibilities.