Question of the Month: How do you actually tier a donor caseload?
In this Question of the Month video, Jeff Schreifels and Richard Perry explain how to tier your donor caseload to maximize your efforts.
The Three Economic Elements of a Major Gift Caseload
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
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?
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?
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
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.
TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
