Question of the Month: How do you communicate with major donors who never respond to your outreach, but they do continue giving?
You probably have a donor like this on your caseload: one who gives consistently every year but never responds to any outreach from your organization. How are you supposed to communicate with a donor if they never answer any of your phone calls or emails? Before you...
Question of the Month: When Should You “Disqualify” a Donor and Why?
How frequently do you move donors off your caseload? Once a year? Never? Only if they ask to be removed? Most fundraisers (and leaders) are not in the habit of regularly moving donors off of major gift caseloads, which results in caseloads that are bloated with donors...
The Qualification Process is a Necessary Pain in the Butt
Over all the years that our team has been working with major gift officers, I don’t recall one of them saying to us how much they just looooved qualifying donors into their portfolio. However, after a portfolio is qualified, we’ve also never heard a major gift officer...
From the Front Lines: What Do You Do With an “In Memory Of” Major Gift?
Frontline fundraisers often ask our Client Experience Leaders for advice on donor relations. Here’s a recent example of a question we received: “Someone sends your organization a gift of $5,000 and attaches a note saying, “‘Please accept this gift in...
Qualifying Donors for Your Caseload Could Take Longer
A donor must be qualified to be on a major gift caseload or portfolio. Why? Because not all donors who meet your major gift metric want to relate to anyone in your organization on a more personal basis. This is a fact. And in our experience, the ratio of those who...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
