Question of the Month
How often should a fundraiser refresh a major gift caseload?
Learn how to focus your time on the right donors.
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Frequently Asked Questions
Here are a Few FAQs We Get a Lot
How many on a caseload?
Your caseload of donors should be made of no more than 150 donors who have expressed interest in interacting with you. At this level, you can make individualized plans work – and it's worth it.
How often do I add/remove donors?
Depending on your organization, you may be accepting new donors regularly as they reach your metrics, and you'll keep working to qualify them. But you should do a thorough review at least twice a year.
What happens to donors I take off?
You should have a direct mail program (and hopefully a mid-level program) that works with donors below your threshold. Make sure to pass them on thoughtfully and respectfully.
What do I do with new donors I add?
Each donor needs a plan and a goal, so you know where you're aiming for with each relationship. Check out our White Paper on the subject if you need ideas.
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