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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.

The Qualification Process is a Necessary Pain in the Butt

The Qualification Process is a Necessary Pain in the Butt

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.

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.

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.

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.

What To Do With Donors Who Reach A Giving Threshold

What To Do With Donors Who Reach A Giving Threshold

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...
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