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.
by Richard Perry and Jeff Schreifels | Nov 12, 2021 | Donor Pipeline, Moves Management, Qualifying Donors | Caseloads, Major Gifts, Qualifying
Learn how to successfully complete the qualification process no matter where you might be starting.
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.
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.
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.
by Richard Perry and Jeff Schreifels | Oct 29, 2014 | Donor Retention, Major Gift Pipeline, Qualifying Donors | Major Gifts, Mid-level donors, Stewardship, Uncategorized
You have likely been in the situation where a current or new donor reaches the $500+ cumulative level of giving, and either the MGO drops everything to handle her, or the donor is handed off to someone who should not be dealing with donors – or the donor just sits in...