Caseload Building Principles
We are often asked about the principles that govern the creation and management of a caseload. In too many situations, Jeff and I find that there are no principles or rules for adding and deleting donors to and from a caseload at all. In fact, no one has even...The Economics of Major Gift Fundraising Series #5 – How Caseload Value Grows Over Time
It is so interesting to me how people outside the major gift process think about how a caseload of donors performs and grows over time. There are some pretty big misconceptions out there. Here are some to consider: There will be no attrition either of value or...The Economics of Major Gift Fundraising Series #4 – Credit – Who Gets It?
Let me say, right at the top, that the MGO gets all the credit for revenue from any donor on his or her caseload with the exception of planned gifts IF a PGO was involved. There are a lot of people who do not agree with what I just said. And it is one of those issues...The Economics of Major Gift Fundraising Series #3 – The Economic Destination of a Caseload
There are smart destinations and there are stupid ones in major gifts. Jeff and I experienced one situation in which the Director of Development and all of her MGOs had only one objective for each donor on each caseload: to build relationships with donors and not ask...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
