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You Need to Take Your Own Medicine

You Need to Take Your Own Medicine

by Richard Perry and Jeff Schreifels | Mar 4, 2022 | Caseload Planning, healthcare charities, Passions and Interests | Fundraising, Leadership, Major Gifts

The healthcare sector is great at providing excellent patient care. Now, it’s time to start providing exceptional care to your donors.

Five Things You Must Do in Caseload Management at the Beginning of This Year

Five Things You Must Do in Caseload Management at the Beginning of This Year

by Richard Perry and Jeff Schreifels | Feb 9, 2022 | Caseload Planning, New Year, Refreshing your caseload | Caseloads, Major Gifts, Marketing Plans

Learn five actions you must take at the beginning of a new year to be successful in your caseload management.

Don’t Write Off Older People

Don’t Write Off Older People

by Richard Perry and Jeff Schreifels | Jun 22, 2016 | Boomers, Caseload Planning, Donor Segmentation, Millennials, Older Donors | Donor-Centered, Fundraising, Metrics, Philanthropy, Qualifying, Uncategorized

When constructing a caseload for your major gift efforts, don’t make any decisions about who you will add based on age biases. Stick with what is known and true from the facts: older people give more.

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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