In this Question of the Month video, Jeff Schreifels and Richard Perry explain how to tier your donor caseload to maximize your efforts.
Start setting goals for 2020, put a plan to it and then share those goals with someone to keep you accountable.
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.
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.