Implementing a new major gifts approach is never easy. But you can do it while also managing your existing responsibilities.
In order to work together major gifts staff needs to know some things about planned giving.
Here’s how the qualifying process works, when you’re building a caseload of major donors.
Here’s how you tier your portfolio for major gifts.
If you can’t answer these questions about your caseload donors, then they’re not yet qualified for your portfolio.
Most MGOs have an abundance of unqualified donors in their portfolios. What does your gut tell you about yours?