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.
4 Reasons to Remove a Donor from Your Major Gifts Caseload
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
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.
TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
