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Question of the Month: When Should You “Disqualify” a Donor and Why?

Question of the Month: When Should You “Disqualify” a Donor and Why?

by Richard Perry and Jeff Schreifels | Apr 1, 2022 | Caseload Management, Qualification, Qualifying Donors | Caseloads, Moves Management, Qualifying

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.

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.

From the Front Lines: What Do You Do With an “In Memory Of” Major Gift?

From the Front Lines: What Do You Do With an “In Memory Of” Major Gift?

by Richard Perry and Jeff Schreifels | Aug 23, 2021 | Giving, Giving Drivers, Passions and Interests | Major Gifts, Qualifying

Learn how to properly thank and cultivate an “in memory of” major gift.

Qualifying Donors for Your Caseload Could Take Longer

Qualifying Donors for Your Caseload Could Take Longer

by Richard Perry and Jeff Schreifels | Jun 25, 2021 | Qualification, Qualified donors, Qualifying Donors | Qualifying

If you’re struggling with qualifying donors, you may find that one of these six issues is the reason.

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.

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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