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Overcoming Roadblocks to Create Strategic Donor Plans

Overcoming Roadblocks to Create Strategic Donor Plans

by Karen Kendrick | Jan 14, 2022 | Individual Goals, Individual plans, Obstacles | Caseloads, Planning, Strategic Plans

It can feel overwhelming to start creating strategic donor plans, especially if you don’t know where to begin.

Creating Strategic Plans and Goals for Every Major Donor

Creating Strategic Plans and Goals for Every Major Donor

by Richard Perry and Jeff Schreifels | Jan 21, 2016 | Individual Goals, Marketing Impact Chart, MIC, Strategy | Accountability, Discipline, Goal-setting, Major Gift Officers, Moves Management, Passions and Interests, Strategic Plans, Uncategorized, White Paper

In this paper, we’re going to share with major gift officers a step-by-step process on how to put together a strategic plan for each donor on their caseload.

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