by Veritus Group | May 17, 2023 | Caseload, Caseload Management, Tiering, Tiering Donors | Caseloads, Strategic Plans, Structure, Tiering
After you’ve qualified your donors, tiering your caseload is the next step to help you focus your time so that you’re spending the majority of your effort on donors who have both a deep connection to your organization AND the potential to give significantly. But how...
by Jeff Schreifels | Oct 2, 2024 | Accountability, Portfolio Management, Tiering Donors | Caseloads, Focus, Tiering
Many years ago, I was working with an MGO to help create her donor portfolio. We were going through a process called the “gut check” to separate which donors were actually qualified from those that weren’t. We came upon one donor whom the MGO described in great...
by Richard Perry and Jeff Schreifels | Jul 22, 2019 | Donor-Centered, Priorities | Moves Management, Relationships, Tiering
Part 2 of a 5-part series: The Mid-Year Major Gift Check Up List It’s really hard for me to believe that a seasoned major gift professional will, in a moment of major gift suicide, tell his team to just “mail the caseload an ask!” And yet it happens all the time. When...
by Richard Perry and Jeff Schreifels | Feb 22, 2019 | Cultivation, Goal-setting, Management | Caseloads, Qualifying, Tiering
If you’ve been reading our blog for any length of time, you know that Richard and I continually preach that your portfolio should only have qualified donors in them. Again, qualified to us means, in addition to meeting an amount-given threshold, the donor has actually...
by Richard Perry and Jeff Schreifels | Jan 8, 2018 | Caseloads, Moves Management, Portfolio Management | Donor Retention, Prioritizing, Tiering
A few years ago the comedienne Kathy Griffin had a reality show called “My Life on the D List.” Essentially she made fun of herself as a non-“A-list” celebrity and the lack of respect those celebrities get from the public. It was a funny show, but there were many...
by Richard Perry and Jeff Schreifels | Aug 4, 2017 | Management, Planning, Time Management | Planning, Qualifying, Tiering
Do these facts sound familiar? MGOs do not feel they are using their time efficiently. Admin tasks and bad data are prohibiting MGOs from meeting with donors. They are spending time scheduling meetings rather than actually meeting with donors. MGOs are connecting with...