by Jeff Schreifels | May 20, 2024 | Major Gift Fundraising, Qualification, Qualification process, Qualifying, Qualifying Donors | Major Donors, Major Gift Officers, Major Gifts, Performance, Qualifying, Relationships
I want you to be so successful at major gift fundraising that you will never want to leave your profession and quite honestly, so that you’ll stay with your current organization for at least 5 years. The only way you are going to achieve that success and longevity is...
by Richard Perry | Oct 25, 2023 | Donor Criteria, Major Donors, Mid-Level Donors, Qualification | Major Donors, Metrics, Mid-level donors, Qualifying
It’s so interesting to watch how non-profit leaders and managers decide what level of giving per year qualifies a donor for a mid-level or major gift classification. Just ask the question: “What level of giving constitutes a mid-level giver in your organization?” and...
by Richard Perry and Jeff Schreifels | Apr 1, 2022 | Caseload Management, Qualification, Qualifying Donors | Caseloads, Moves Management, Qualifying
How frequently do you move donors off your caseload? Once a year? Never? Only if they ask to be removed? Most fundraisers (and leaders) are not in the habit of regularly moving donors off of major gift caseloads, which results in caseloads that are bloated with donors...
by Richard Perry and Jeff Schreifels | Jun 25, 2021 | Qualification, Qualified donors, Qualifying Donors | Qualifying
A donor must be qualified to be on a major gift caseload or portfolio. Why? Because not all donors who meet your major gift metric want to relate to anyone in your organization on a more personal basis. This is a fact. And in our experience, the ratio of those who...
by Jeff Schreifels | Sep 25, 2024 | Analytics, Donor Research, Management, Qualification | Caseloads, Data, Major Gift Officers, Metrics, Strategy, Teamwork
There seems to be confusion from leaders and managers about who should be creating the strategy for how you, as a major gift officer, should be cultivating, stewarding, and soliciting your donors. Just this past week, several development directors tried to make the...