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You Can’t Spend All Your Time with a Donor Just Because You Like Them

You Can’t Spend All Your Time with a Donor Just Because You Like Them

by Richard Perry and Jeff Schreifels | Mar 22, 2021 | Accountability, Portfolio Management | Caseloads, Focus, Tiering

Here’s how you tier your portfolio for major gifts.

The Gut-Check Method: 10 Questions to Ask Yourself

The Gut-Check Method: 10 Questions to Ask Yourself

by Richard Perry and Jeff Schreifels | Dec 30, 2022 | Caseload Management, MGOs, Portfolio Management, Qualifying Donors, Relationships | Caseloads, Communication, Qualifying

If you can’t answer these questions about your caseload donors, then they’re not yet qualified for your portfolio.

Engage Your "C-list" Donors

Engage Your "C-list" Donors

by Richard Perry and Jeff Schreifels | Jan 8, 2018 | Caseloads, Moves Management, Portfolio Management | Donor Retention, Prioritizing, Tiering

Too often our lowest-giving “major” donors get very little attention from MGOs. And it’s true that your “A List” should get the most. What can you do?

Engage Your "C-list" Donors

Donors on the “C” List

by Richard Perry and Jeff Schreifels | Jul 8, 2016 | Portfolio Management, Research, ROI | Discipline, Donor Retention, Major Gift Officers, Mid-level donors, Moves Management, Uncategorized

I see many major gift officer portfolios where the “C” level donor is considered an afterthought.

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