Question of the Month: How do you actually tier a donor caseload?
After you’ve qualified your donors, tiering your caseload is the next step to help you focus your time so that you’re spending the majority of your effort on donors who have both a deep connection to your organization AND the potential to give significantly. But how...
The Three Economic Elements of a Major Gift Caseload
A major gift caseload is not just a bunch of donors who meet a certain giving or capacity criteria. It is true that current giving and capacity play into the selection of a caseload pool, from which you should qualify out those donors who actually want to connect. It...
Strengthening Your Portfolio Over Time
#5 in the series How to Manage Your Portfolio Effectively I think one of the toughest things for us at Veritus Group, when we work with non-profit managers or leaders, is their expectation that major gift income will just magically grow overnight. The idea that...
What Do You Do with Your “C” Level Donors?
#4 in the series How to Manage Your Portfolio Effectively If you’ve been reading along with this current series on tiering your donors, you know that we’ve now gone over what to do with A and B Tier donors. These two tiers, while comprising less than half, maybe just...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
