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.
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.
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.
Understanding the impact of donor attrition and donor value attrition on your file is critical in developing authentic donor relationships.
You cannot have some donors on your caseload delivering net revenue while others don’t.
MGOs need to keep things simple and straightforward. Do NOT chase shiny new ways to do things. They will kill you and your program.