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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.

Do a Gut-Check with Your Portfolio

Do a Gut-Check with Your Portfolio

by Richard Perry and Jeff Schreifels | Feb 17, 2021 | MGOs, Relationships | Caseloads, Communication, Qualifying

Most MGOs have an abundance of unqualified donors in their portfolios. What does your gut tell you about yours?

There Are Only Three Ways to Grow Your Portfolio Revenue

There Are Only Three Ways to Grow Your Portfolio Revenue

by Richard Perry and Jeff Schreifels | Nov 30, 2020 | Attrition, Portfolio, Revenue, Value | Caseloads, Transformational Gift, Value Attrition

If you qualify, cultivate, steward and serve your donors well, these are the only three ways you’ll grow your portfolio revenue.

Who Sets Donor Strategy?

Who Sets Donor Strategy?

by Richard Perry and Jeff Schreifels | Oct 12, 2020 | Analytics, Donor Research, Management, Qualification | Caseloads, Data, Metrics

Donor research should support MGOs, not tell them what to do. That’s the manager’s job.

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