Donors Care About Specific Things: Outrageous Donor Service, Part 3
Ann had prepared really well. In fact she had done her research, gathered the facts about the project, and even secured some really good stories. She was ready. So when she sat down with Rachel and her husband John to present the proposal and do the ask, she was very...The Conflict Between Caseload Management and Prospecting
If I gave you $1,000,000, but told you I needed to control the investment, and then after one full year the investment became $520,000, and by the end of the second year it became $330,000, you would think I was either the worst financial advisor or just plain crazy....The Case of the Bloated Caseload
OK, I know that the chart below will make your head spin, but here is what I want you to do. Take a look at it and note that there are only 150 qualified donors. 30 of those donors are “top value – A list” donors, and the remaining donors are split between...It’s Time to Review Your Caseload
“Review and clean up my caseload?” the Major Gift Officer asked. “Why do I need to do that?” And I explained, again, why every MGO needs to have a caseload of donors who, a) want to have a relationship with the organization and the MGO and, b) are active in supporting...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
