![Keep, Lift, Move: The Three Objectives of a Successful Mid-Level Program [Podcast Episode]](https://veritusgroup.net/wp-content/uploads/2022/08/Podcast-Episode-Blog-Post-Header-Image_080822-1080x675.png)
Keep, Lift, Move: The Three Objectives of a Successful Mid-Level Program [Podcast Episode]
More and more non-profits are discovering that a mid-level program is the key to a healthy donor pipeline. If you’re wondering where to find more major donors, the answer is almost always: look to your mid-level donors. But how do you know if your mid-level program is...
Question of the Month: When Should You “Disqualify” a Donor and Why?
How frequently do you move donors off your caseload? Once a year? Never? Only if they ask to be removed? Most fundraisers (and leaders) are not in the habit of regularly moving donors off of major gift caseloads, which results in caseloads that are bloated with donors...
Five Things You Must Do in Caseload Management at the Beginning of This Year
Don’t let one more minute of this new year go by before you cross off the following five things in your major gifts caseload management: Review your caseload and make donor additions and deletions. Look at each donor on your caseload and review how they did in 2021....
Overcoming Roadblocks to Create Strategic Donor Plans
Many times, when you start creating strategic donor plans, you realize there are critical pieces of information missing that would help you know what goal to set and plan to make but you know that conversation won’t be able to happen immediately. Yikes. You know you...
4 Reasons to Remove a Donor from Your Major Gifts Caseload
I stopped giving to the organization in 1997. Yet I am still on their mailing list, receiving very expensive direct mail appeals, reminding me that I was once a great donor and my support meant so much – and could I give again? 1997. That was so many years ago. And...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
