Refreshing Your Caseload: Why to Do It and How It’s Done

Refreshing your caseload is one of the most important responsibilities a major gift officer has. It’s also one of the most avoided. We spend a lot of time talking about building donor relationships, creating communication plans, and deepening engagement. But none of that works well if your caseload is filled with donors who no longer want a relationship, no longer meet your criteria, or no longer align with your organization in the same way they once did.

The reality is this: donors naturally move in and out of major gift caseloads all the time. Some donors pass away. Some experience financial changes. Others quietly disengage from the organization. At the same time, new donors emerge with stronger capacity, greater passion, and deeper alignment with your mission. Ultimately, a caseload refresh is about stewardship, alignment, and ensuring you’re honoring both the donor’s interests and your organization’s investment in major gifts.

In this highly interactive live webinar, Jeff Schreifels, Principal & Owner of Veritus Group, and Lauren Centrella, a Veritus Client Experience Leader, will walk through exactly how successful MGOs and fundraising leaders refresh their caseloads strategically and consistently. You’ll learn how to identify disengaged donors, when to reassign donors to other programs, how to replace donors effectively through qualification, and why tiering is essential after every refresh.

This session will offer practical guidance, real-world examples, and candid conversation about what healthy caseload management actually looks like. Bring your questions, your frustrations, and your current portfolio challenges. Register today and learn how a disciplined caseload refresh can dramatically strengthen your donor relationships, your revenue, and your long-term fundraising results.

THIS FREE WEBINAR WILL COVER…

• Why every major gift caseload must be refreshed regularly — and what happens when it isn’t
• How to identify donors who should be removed, reassigned, or requalified
• The right way to replace donors so your caseload stays healthy and productive
• Live questions from you and your colleagues!

Fill out the form below to reserve your spot!