Five Things You Must Do in Caseload Management at the Beginning of This Year
Learn five actions you must take at the beginning of a new year to be successful in your caseload management.
Resolve to Love Your Work!
As this new year begins, take some time to ponder whether or not you truly love what you do.
Resolve to Serve Your Donor, Don’t Sell Them
Your first resolution of the New Year should be to give your donor outstanding service.
Time to Plan: #3 – Refresh Your Caseload
A MGO must have fully functional and giving donors on his caseload who are contributing budgeted operating funds to the organization. Be sure to refresh the mix of donors in your caseload at least once a year.
Time to Plan: #2 – Planning for the New Year
Here are five things to start thinking about as you approach the new year in fundraising. Get these ideas moving in your mind even while you’re busy with your year-end work.
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Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
