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.
When you talk to or meet with a donor, make sure you record it afterward. Remembering what happened is important!
Donors, fundamentally, need to know that their giving is having an impact. Don’t forget that.
Do your donors feel appreciated? Do they know their gifts made a difference?
Respect your donor’s wishes in their interactions with you. Don’t cross boundaries they set.
The path to a lasting relationship with your donor is to never cross the line from social influence into manipulation.