In this Question of the Month video, Jeff Schreifels and Richard Perry explain how to tier your donor caseload to maximize your efforts.
At the 10,000-foot level, a caseload is made up of three groups of donors – what I would call the three economic elements of a caseload.
To build a major donor caseload over time, you have to go back to the basics. Here’s our summary.
Major gift officers have to prioritize their caseloads. Here’s how they need to address their largest, lowest-giving group of major donors.
Major gift officers should plan to spend about 30% of their time and energy on cultivating and stewarding second-tier major donors.
Major gift officers who are working with a portfolio cannot treat all of your donors with the same amount of time and energy. You just don’t have time.