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 how to successfully complete the qualification process no matter where you might be starting.
Learn how to properly thank and cultivate an “in memory of” major gift.
If you’re struggling with qualifying donors, you may find that one of these six issues is the reason.
Here’s how the qualifying process works, when you’re building a caseload of major donors.
If you can’t answer these questions about your caseload donors, then they’re not yet qualified for your portfolio.