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Five Things You Must Do in Caseload Management at the Beginning of This Year

Five Things You Must Do in Caseload Management at the Beginning of This Year

by Richard Perry and Jeff Schreifels | Feb 9, 2022 | Caseload Planning, New Year, Refreshing your caseload | Caseloads, Major Gifts, Marketing Plans

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!

Resolve to Love Your Work!

by Richard Perry and Jeff Schreifels | Jan 6, 2020 | job satisfaction, New Year, Passion, Resolutions | Jobs, Self-care

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

Resolve to Serve Your Donor, Don’t Sell Them

by Richard Perry and Jeff Schreifels | Jan 3, 2020 | New Year, Resolutions | Customer Service, Donor-Centered

Your first resolution of the New Year should be to give your donor outstanding service.

Time to Plan: #3 – Refresh Your Caseload

Time to Plan: #3 – Refresh Your Caseload

by Richard Perry and Jeff Schreifels | Dec 7, 2015 | Caseload Mix, Caseload Planning, New Year, ROI | Donor Retention, Major Gifts, Metrics, Planned giving, Qualifying, Uncategorized

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

Time to Plan: #2 – Planning for the New Year

by Richard Perry and Jeff Schreifels | Dec 4, 2015 | Donors, Finance, New Year, Planning, Program | Discipline, Goal-setting, Major Gift Officers, Passions and Interests, Uncategorized

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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