Research and data are important to fundraising, but universities shouldn’t put them in charge of determining a final caseload.
Major gift officers don’t have to fear goals. Goals are there to help you focus and to keep you accountable.
It can be frustrating when donors tell you they don’t want to talk or meet with you, but you know they’re still interested.
Figure out who your donors are and what makes them tick. Only through personal contact and solid research are you going to learn this.
If you don’t have access to a wealth-screening program, there’s still a lot you can do to find the giving potential of your donors.
We are dismayed at how many non-profit leaders are misusing donor wealth scores. Wealth indicator research results are only one (good) tool among many.