Five Things You Must Do in Caseload Management at the Beginning of This Year
Don’t let one more minute of this new year go by before you cross off the following five things in your major gifts caseload management: Review your caseload and make donor additions and deletions. Look at each donor on your caseload and review how they did in 2021....
When the Plan Changes… You’ll Still Be Glad You Had One
A couple years back, I was checking in with the executive director at one of our client organizations. This client had been with us for a little over a year, and we were only a few months into the pandemic. I asked her how it was going. She said, “Jeff, if we...
Don’t Write Off Older People
It happens to Jeff and me at least once a month. We are in a meeting talking about major gifts, donors and building caseloads, and someone in the room will ask: “What do you suggest we do about those young people? Shouldn’t we be talking to them and having them on...Time to Plan: #3 – Refresh Your Caseload
As a major gift officer, you are delivering two values. First, you are delivering value to the donor by helping her fulfill her interests and passions through her giving to your organization. Second, you are delivering economic value to the organization so that it can...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
