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No Giving is a Clear Signal

No Giving is a Clear Signal

by Richard Perry and Jeff Schreifels | Feb 1, 2019 | Caseload Mix | Caseloads, Moves Management

No matter how big their potential gift, you should recognize that it’s time to move on when a donor hasn’t given for several years.

Time to Plan: #3 – Refresh Your Caseload

Time to Plan: #3 – Refresh Your Caseload

by Richard Perry and Jeff Schreifels | Dec 7, 2015 | Caseload Mix, Caseload Planning, New Year, ROI | Donor Retention, Major Gifts, Metrics, Planned giving, Qualifying, Uncategorized

A MGO must have fully functional and giving donors on his caseload who are contributing budgeted operating funds to the organization. Be sure to refresh the mix of donors in your caseload at least once a year.

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