by Richard Perry and Jeff Schreifels | Apr 14, 2023 | Caseload Management, Donor Capacity, Major Gift Portfolios, Strategic Plan, Wealth Data, Wealth Indicators | Caseloads, Fundraising, Giving, High Givers, Strategic Plans, Structure
I can’t believe I’m still writing about this, but in talking to many MGOs recently, we’re still returning to this issue: using donor capacity rankings (or wealth ratings) as the first criteria when building a major gifts portfolio. Just recently I heard of a large...
by Richard Perry and Jeff Schreifels | Jun 19, 2015 | Alternative Strategies, Major Gift Fundraising, Major Gift Portfolios | Fundraising, Major Gift Officers, Relationships, Strategic Plans
Summertime usually offers a little more flexibility with your time because there is less activity at your organization, and many of your donors are on vacation. This can give you the time to be really creative about making an impact on your caseload throughout the...
