by Richard Perry and Jeff Schreifels | Sep 14, 2022 | Caseload Management, Caseload Value, Major Gift Officer | Caseloads, Major Gift Officers, Major Gifts
The other week, I posted on LinkedIn about the limits of a major gift caseload, and it caused quite a lot of reactions. It was a simple post that said: “A Major Gifts Officer cannot be expected to manage a qualified caseload of more than 150 donors in a meaningful and...
by Richard Perry and Jeff Schreifels | Sep 7, 2022 | Asking, Caseload Management, Fundraising | Asking, Donor-Centered, Fundraising, Permission-Based Asking
Here’s a story of how one frontline fundraiser took a caseload of donors, started out great, then, due to some unforeseen circumstances related to a delay in rolling out a program, ended up not asking for a year. This drop in revenue was reversed after the fundraiser...
by Richard Perry and Jeff Schreifels | Apr 1, 2022 | Caseload Management, Qualification, Qualifying Donors | Caseloads, Moves Management, Qualifying
How frequently do you move donors off your caseload? Once a year? Never? Only if they ask to be removed? Most fundraisers (and leaders) are not in the habit of regularly moving donors off of major gift caseloads, which results in caseloads that are bloated with donors...
by Richard Perry and Jeff Schreifels | Jan 7, 2022 | Caseload Management, Donor management, Refreshing your caseload | Budgets, Caseloads, Management
I stopped giving to the organization in 1997. Yet I am still on their mailing list, receiving very expensive direct mail appeals, reminding me that I was once a great donor and my support meant so much – and could I give again? 1997. That was so many years ago. And...
by Richard Perry and Jeff Schreifels | Dec 31, 2021 | Attrition, Caseload Management, donor relationships | Donor Attrition, Value Attrition
Your regular and loyal donor has suddenly stopped giving. What should you do? First of all, notice that it has happened! Seems obvious, doesn’t it? But it isn’t. Jeff, I, and our team relate to an amazing number of MGOs who are not aware that their caseload donor has...