
Five Things You Must Do in Caseload Management at the Beginning of This Year
Learn five actions you must take at the beginning of a new year to be successful in your caseload management.
Learn five actions you must take at the beginning of a new year to be successful in your caseload 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.
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.