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5 Things to Do When You Get Back from the Holidays [Podcast Episode]

5 Things to Do When You Get Back from the Holidays [Podcast Episode]

by Richard Perry and Jeff Schreifels | Jan 6, 2023 | Caseload Management, Major Gift Planning, Planning, Self-care, Thanking | Fundraising, Major Gift Officers, MGOs, Planning, Self-care

When you get back to the office after the holidays, here are a few tips that will help you hit the ground running this month.

What Dunbar’s Number Has in Common With Your Major Gifts Caseload

What Dunbar’s Number Has in Common With Your Major Gifts Caseload

by Richard Perry and Jeff Schreifels | Sep 14, 2022 | Caseload Management, Caseload Value, Major Gift Officer | Caseloads, Major Gift Officers, Major Gifts

What’s the right size for a caseload of major donors? And what does Dunbar’s number have to do with major gifts?

If You’re a Frontline Fundraiser, You Have to Ask

If You’re a Frontline Fundraiser, You Have to Ask

by Richard Perry and Jeff Schreifels | Sep 7, 2022 | Asking, Caseload Management, Fundraising | Asking, Donor-Centered, Fundraising, Permission-Based Asking

When you don’t ask, it lowers your caseload performance. Here’s a story of how one fundraiser adjusted his philosophy to embrace asking.

Question of the Month: When Should You “Disqualify” a Donor and Why?

Question of the Month: When Should You “Disqualify” a Donor and Why?

by Richard Perry and Jeff Schreifels | Apr 1, 2022 | Caseload Management, Qualification, Qualifying Donors | Caseloads, Moves Management, Qualifying

In this video, Richard and Jeff talk about disqualifying donors and how to determine if it’s time to remove a donor from your caseload.

4 Reasons to Remove a Donor from Your Major Gifts Caseload

4 Reasons to Remove a Donor from Your Major Gifts Caseload

by Richard Perry and Jeff Schreifels | Jan 7, 2022 | Caseload Management, Donor management, Refreshing your caseload | Budgets, Caseloads, Management

Yes, sometimes you need to remove a donor from your major gifts caseload. Learn four indicators that it’s time to do a caseload refresh.

Your Caseload Donor Stops Giving – What Now?

Your Caseload Donor Stops Giving – What Now?

by Richard Perry and Jeff Schreifels | Dec 31, 2021 | Attrition, Caseload Management, donor relationships | Donor Attrition, Value Attrition

What do you do if a caseload donor stops giving? It’s time to dig in to learn more… NOT try to get the money back.

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