Prospects or Donors? What Should You Call Them?

There is a discussion going on about how to label the person who gives money to an organization. Is the individual a donor or a prospect? In most health care and educational institutions, the fundraising folks use the word “prospect” when speaking about donors. In...

The Conflict Between Caseload Management and Prospecting

If I gave you $1,000,000, but told you I needed to control the investment, and then after one full year the investment became $520,000, and by the end of the second year it became $330,000, you would think I was either the worst financial advisor or just plain crazy....

The Ideal Composition of a Caseload

Things are not going well for you as an MGO. You feel as though you are not managing your donors properly or, in many ways, you could be managing them better. You are behind in revenue and it’s time to take a look at HOW you are doing things. Well, if this describes,...