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 Richard Perry and Jeff Schreifels | Jan 8, 2020 | Caseload, New year resolutions, personal goals | Accountability, Goal-setting
Third of Six New Year’s Resolutions that will Change Your Life The significance of a man is not in what he attains but in what he longs to attain. — Kahlil Gibran I love starting a new year. It’s a huge marker that motivates me to set goals. Each year in December, I...
by Richard Perry and Jeff Schreifels | Mar 7, 2016 | Caseload, Donor planning, Focus | Discipline, Goal-setting, Major Gift Officers, Moves Management, Qualifying, Uncategorized
We are often asked the question “am I doing this major gifts thing right?” You can find the answer for yourself by going through this list of questions; if all of them have a “yes” answer from you, you can be secure in knowing that you are doing things right. Are you...
by Richard Perry and Jeff Schreifels | Mar 20, 2015 | Caseload, CEO, Value Retention | Donor Retention, Major Gift Officers, Major Gifts, Management, Prospecting, Uncategorized
When we evaluate a non-profit’s major gift performance, we really zero in on two things: value retention (caseload value in terms of dollars retained year over year) and donor retention (number of donors on a caseload that continue their giving year after year). What...
by Richard Perry and Jeff Schreifels | Jul 16, 2014 | Caseload, Goals, Managing, Stewardship, Time Management | Discipline, Goal-setting, Major Gift Officers, Moves Management, Uncategorized
You are 65% through the year and you are behind in reaching your goals. What should you do? Your first inclination might be just to do more of what you have been doing. Or hope that one donor will come through really big and take you over the top. Or maybe, just...