To build a major donor caseload over time, you have to go back to the basics. Here’s our summary.
Read More
Major gift officers have to prioritize their caseloads. Here’s how they need to address their largest, lowest-giving group of major donors.
Major gift officers should plan to spend about 30% of their time and energy on cultivating and stewarding second-tier major donors.
Major gift officers who are working with a portfolio cannot treat all of your donors with the same amount of time and energy. You just don’t have time.
Jeff and I are often asked if MGOs should be engaged in planned giving work. Without taking even a second to reply, we say NO.
Having a goal and a plan for every donor keeps you focused and accountable; and this will, more than likely, lead you to be successful.
In my last blog, I talked about your major gift caseload as an incubator for transformational giving. Here is how that works with two different segments of your caseload.
You may talk a great game about being donor-centered and putting donors first, but are you actually putting that into practice and collaborating with your colleagues?
Check regularly that you are doing the basic things in major gifts. Make sure you are doing these things with every donor on your caseload.
Even in Major Gifts fundraising, we don’t like to be held accountable. Here are five reasons why accountability is essential in our field…
