Question of the Month: When Should You “Disqualify” a Donor and Why?
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.
The Qualification Process is a Necessary Pain in the Butt
Learn how to successfully complete the qualification process no matter where you might be starting.
Qualifying Donors for Your Caseload Could Take Longer
If you’re struggling with qualifying donors, you may find that one of these six issues is the reason.
What To Do With Donors Who Reach A Giving Threshold
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...
Sheer Joy Increases Giving
Paul and Rebecca (not their real names) started giving to a social service organization in the early 90’s. They were a conservative couple from an average neighborhood. But they wanted to do good in their community, so their first gift was $50 to a direct mail...
The Conflict Between Caseload Management and Prospecting
If I gave you $1,000,000, but told you I needed to control the investment, and then after one full year the investment became $520,000, and by the end of the second year it became $330,000, you would think I was either the worst financial advisor or just plain crazy....TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
