What Happened in the First Quarter of 2018?
It’s always good at the beginning of April to assess caseload performance against what you expected over the first quarter of the new year.
It’s always good at the beginning of April to assess caseload performance against what you expected over the first quarter of the new year.
It’s good to stop and check how you are doing with your focus and objectives. Because the more time that passes, the more you will have moved away from doing the right things.
Over time, we’ve found that questions from fundraisers often fall in certain categories. And under those categories, the same basic questions get asked. I’m going to answer three of them that come at us quite a bit.
Freedom comes from doing the upfront work of planning moves and goals for each donor, then executing them day-to-day. It works – trust us.
Avoid new and shiny approaches to major gifts work that will try to distract you. You will be way more productive – and happier by keeping to the basics.
To build a major donor caseload over time, you have to go back to the basics. Here’s our summary.