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Five Things You Must Do in Caseload Management at the Beginning of This Year

Five Things You Must Do in Caseload Management at the Beginning of This Year

by Richard Perry and Jeff Schreifels | Feb 9, 2022 | Caseload Planning, New Year, Refreshing your caseload | Caseloads, Major Gifts, Marketing Plans

Learn five actions you must take at the beginning of a new year to be successful in your caseload management.

4 Reasons to Remove a Donor from Your Major Gifts Caseload

4 Reasons to Remove a Donor from Your Major Gifts Caseload

by Richard Perry and Jeff Schreifels | Jan 7, 2022 | Caseload Management, Donor management, Refreshing your caseload | Budgets, Caseloads, Management

Yes, sometimes you need to remove a donor from your major gifts caseload. Learn four indicators that it’s time to do a caseload refresh.

Four Reasons to Take Donors Off Your Caseload

Four Reasons to Take Donors Off Your Caseload

by Richard Perry and Jeff Schreifels | Aug 10, 2018 | Management, Refreshing your caseload | Budgets, Caseloads, Pipeline Development

A caseload of donors is dynamic. Its population ebbs and flows as time goes on. So twice a year you need to make decisions to keep or replace each donor on your caseload.

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

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