Here are three donor caseload management strategies to help focus your efforts on where you can make the biggest impact at year-end.
Here’s “what needs to be done” on financial planning/charitable giving for the end of the year.
Retail activity for 2020 tells us that you need to start now in preparing for your year-end activities with your caseload donors. They are!
Cash flow problems will lessen when you’re willing to ask donors for gifts more than once a year.
Specifics matter in fundraising. Donors want to know the impact of their gifts, so you should give them tangible things to invest in.
Take some time to thank your donors now – while everyone else is asking – and you’ll stand out above the others.