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The Three Economic Elements of a Major Gift Caseload

The Three Economic Elements of a Major Gift Caseload

by Richard Perry and Jeff Schreifels | Sep 29, 2017 | Caseload Management, Tiering | Caseloads, Donor-Centered, Economics

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.

Strengthening Your Portfolio Over Time

Strengthening Your Portfolio Over Time

by Richard Perry and Jeff Schreifels | Nov 21, 2016 | Focus, Growth, Portfolios, Tiering | Caseloads, Discipline, Uncategorized

To build a major donor caseload over time, you have to go back to the basics. Here’s our summary.

What Do You Do with Your “C” Level Donors?

What Do You Do with Your “C” Level Donors?

by Richard Perry and Jeff Schreifels | Nov 18, 2016 | Evaluation, Focus, Portfolios, Reporting Back, Tiering | Caseloads, Discipline, Strategic Plans, Uncategorized

Major gift officers have to prioritize their caseloads. Here’s how they need to address their largest, lowest-giving group of major donors.

What Do You Do with your “B” Level Donors?

What Do You Do with your “B” Level Donors?

by Richard Perry and Jeff Schreifels | Nov 16, 2016 | Focus, Reporting Back, Thanking, Tiering | Caseloads, Major Gifts, Moves Management, Strategic Plans, Uncategorized

Major gift officers should plan to spend about 30% of their time and energy on cultivating and stewarding second-tier major donors.

Why Tiering is Critical in Managing Your Portfolio Effectively

Why Tiering is Critical in Managing Your Portfolio Effectively

by Richard Perry and Jeff Schreifels | Nov 11, 2016 | Focus, Tiering | Accountability, Caseloads, Discipline, Major Gift Officers, Uncategorized

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.

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