Get Your Caseload Management Checklist!
What should an MGO be doing on a daily basis? Weekly? Monthly? Here’s a printable checklist to help MGOs prioritize their essential tasks!
Question of the Month: How do you actually tier a donor caseload?
In this Question of the Month video, Jeff Schreifels and Richard Perry explain how to tier your donor caseload to maximize your efforts.
Stop Using Donor Wealth Ratings to Build a Portfolio
Here are the problems you’ll encounter if you rely on donor capacity and wealth ratings as your primary method of building a portfolio.
![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 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’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
When you don’t ask, it lowers your caseload performance. Here’s a story of how one fundraiser adjusted his philosophy to embrace asking.
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Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
