The Conflict Between Caseload Management and Prospecting

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

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...
What Do You Control in Major Gifts?

What Do You Control in Major Gifts?

There’s quite a bit of noise out there in the major gift world on moves management – what next step to take, how to approach the donor, how to frame the ask, etc.  And still, with all of that information, Jeff and I find hundreds of MGOs frustrated in their jobs. This...