Get Your Caseload Management Checklist!
Recently, we were talking to a client about how to help their fundraisers stay on track. They know the general idea and direction they should be heading, but when it comes to the day-to-day question of “Where should I be spending my time?” there’s often confusion or a...
Question of the Month: How do you actually tier a donor caseload?
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...
Stop Using Donor Wealth Ratings to Build a Portfolio
I can’t believe I’m still writing about this, but in talking to many MGOs recently, we’re still returning to this issue: using donor capacity rankings (or wealth ratings) as the first criteria when building a major gifts portfolio. Just recently I heard of a large...![5 Things to Do When You Get Back from the Holidays [Podcast Episode]](https://veritusgroup.com/wp-content/uploads/2023/01/Podcast-Episode-Blog-Post-Header-Image-7-1080x675.png)
5 Things to Do When You Get Back from the Holidays [Podcast Episode]
When you get back to the office or start up your computer again after a holiday, it always takes a while to get re-oriented. To help you refocus on your goals, here are a few tips for where to allocate your time in the first weeks of January. We hope you had a...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
