The Caseload and New Donor Conflict
You have 150 qualified donors on your caseload and you’ve been told not to exceed that amount. You are assigned a specific geography. This means that your job is to serve the donors in your area. But now, because of an effective direct marketing program, there are...Relationships or Numbers: Which Do You Care About?
“All you care about is the numbers! Relationships really don’t matter to you!” or “All you care about is relationship. We DO need to secure our budgeted revenue, you know? The numbers do matter!” These two statements – these two positions – came into sharp...
The Economics of Major Gift Fundraising Series #6 – Learn To Spot The Few In Your Caseload
Over the course of this series on the economics of major gift fundraising I have covered most everything you conceptually need to know about what is important as relates the economics of your caseload. We’ve talked about old money and new money, about who gets credit...
The Economics of Major Gift Fundraising Series #5 – How Caseload Value Grows Over Time
It is so interesting to me how people outside the major gift process think about how a caseload of donors performs and grows over time. There are some pretty big misconceptions out there. Here are some to consider: There will be no attrition either of value or...
The Economics of Major Gift Fundraising Series #4 – Credit – Who Gets It?
Let me say, right at the top, that the MGO gets all the credit for revenue from any donor on his or her caseload with the exception of planned gifts IF a PGO was involved. There are a lot of people who do not agree with what I just said. And it is one of those issues...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
