by Richard Perry and Jeff Schreifels | Sep 29, 2017 | Caseload Management, Tiering | Caseloads, Donor-Centered, Economics
A major gift caseload is not just a bunch of donors who meet a certain giving or capacity criteria. It is true that current giving and capacity play into the selection of a caseload pool, from which you should qualify out those donors who actually want to connect. It...
by Richard Perry and Jeff Schreifels | Aug 14, 2015 | Caseload Management, Monthly Reports, Performance Evaluation, Reporting | Discipline, Major Gift Officers, Major Gifts, Management, Metrics, Uncategorized
One of the most frustrating things for managers and MGOs alike is when there is a misfire on performance reporting. The MGO is asked to report on one set of factors, finance is expecting information on another set, and the two ships pass in the night. This is a lethal...