Caseload Management Checklist

The essential tasks of a major gifts officer – in one printable document!

Download this Free Resource from Veritus Group

How do you stay on track to meet your overall goals for your donor caseload when there are so many things competing for your attention? To help you stay on track with your primary responsibilities as an MGO, we’ve created a printable checklist of what to do and when. We hope this helps give you a sense of direction when you’re feeling in the weeds with your day-to-day workload!

What you’ll get with this Free Resource


A checklist of your essential tasks, broken down by what’s needed on a daily, weekly, monthly, quarterly, and semi-annual basis


All included in a one-page, printable checklist to help you keep these priorities visible on a daily basis