The healthcare sector is great at providing excellent patient care. Now, it’s time to start providing exceptional care to your donors.
Learn five actions you must take at the beginning of a new year to be successful in your caseload management.
Having a plan for each of your donors is essential, no matter what changes may come. Your plan will evolve as the relationship does.
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.
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.