by Veritus Group | May 17, 2023 | Caseload, Caseload Management, Tiering, Tiering Donors | Caseloads, Strategic Plans, Structure, Tiering
In this Question of the Month video, Jeff Schreifels and Richard Perry explain how to tier your donor caseload to maximize your efforts.
by Richard Perry and Jeff Schreifels | Jan 8, 2020 | Caseload, New year resolutions, personal goals | Accountability, Goal-setting
Start setting goals for 2020, put a plan to it and then share those goals with someone to keep you accountable.
by Richard Perry and Jeff Schreifels | Mar 7, 2016 | Caseload, Donor planning, Focus | Discipline, Goal-setting, Major Gift Officers, Moves Management, Qualifying, Uncategorized
If you are able to say “Yes” to each of these questions, Jeff and I think you are “doing major gifts right.” This is a good list to keep in front of you all year round.
by Richard Perry and Jeff Schreifels | Mar 20, 2015 | Caseload, CEO, Value Retention | Donor Retention, Major Gift Officers, Major Gifts, Management, Prospecting, Uncategorized
Your focus has to be your current caseload of donors. Not the “rich woman” on the other side of town who has a ton of capacity. Don’t allow yourself to stray off the path of minding your portfolio of donors.
by Richard Perry and Jeff Schreifels | Jul 16, 2014 | Caseload, Goals, Managing, Stewardship, Time Management | Discipline, Goal-setting, Major Gift Officers, Moves Management, Uncategorized
You are 65% through the year and you are behind in reaching your goals. What should you do? Your first inclination might be just to do more of what you have been doing. Or hope that one donor will come through really big and take you over the top. Or maybe, just...