The Conflict Between Caseload Management and Prospecting

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....
The Ideal Composition of a Caseload

The Ideal Composition of a Caseload

Things are not going well for you as an MGO. You feel as though you are not managing your donors properly or, in many ways, you could be managing them better. You are behind in revenue and it’s time to take a look at HOW you are doing things. Well, if this describes,...
The Case of the Bloated Caseload

The Case of the Bloated Caseload

OK, I know that the chart below will make your head spin, but here is what I want you to do.  Take a look at it and note that there are only 150 qualified donors. 30 of those donors are “top value – A list” donors, and the remaining donors are split between...