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Question of the Month: When Should You “Disqualify” a Donor and Why?

Question of the Month: When Should You “Disqualify” a Donor and Why?

by Richard Perry and Jeff Schreifels | Apr 1, 2022 | Caseload Management, Qualification, Qualifying Donors | Caseloads, Moves Management, Qualifying

In this video, Richard and Jeff talk about disqualifying donors and how to determine if it’s time to remove a donor from your caseload.

Qualifying Donors for Your Caseload Could Take Longer

Qualifying Donors for Your Caseload Could Take Longer

by Richard Perry and Jeff Schreifels | Jun 25, 2021 | Qualification, Qualified donors, Qualifying Donors | Qualifying

If you’re struggling with qualifying donors, you may find that one of these six issues is the reason.

Who Sets Donor Strategy?

Who Sets Donor Strategy?

by Richard Perry and Jeff Schreifels | Oct 12, 2020 | Analytics, Donor Research, Management, Qualification | Caseloads, Data, Metrics

Donor research should support MGOs, not tell them what to do. That’s the manager’s job.

Yes, Qualifying Your Donors Is Worth It

Yes, Qualifying Your Donors Is Worth It

by Richard Perry and Jeff Schreifels | Dec 26, 2022 | Caseload Management, Communication, Qualification, Qualifying Donors | Qualifying, Relationships, Stewardship

Qualifying donors takes time and hard work, but it’s worth it. When you’re talking to the right donors, it makes your job a lot easier.

Why Qualifying Donors is Worth It

Why Qualifying Donors is Worth It

by Richard Perry and Jeff Schreifels | Jan 18, 2019 | Communication, Qualification | Qualifying, Relationships, Stewardship

The difference between a qualified and unqualified caseload can feel like the difference between heaven and purgatory.

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Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.

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