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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

#3 in the series How to Manage Your Portfolio Effectively B-level donors are the middle child of major gift portfolios everywhere. In many cases that I’ve come across in working with MGOs, they really are treated this way. Of course there is a lot of emphasis on Tier...
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

First in a Five-part Series: How to Manage Your Portfolio Effectively Are you worried about your major donor portfolio’s donor retention rates? Are you concerned that your donor value attrition rates are too high? You should be. Over the years that Veritus has done...
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