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Qualifying Donors for Your Caseload Could Take Longer

Qualifying Donors for Your Caseload Could Take Longer

by Richard Perry and Jeff Schreifels | Jun 25, 2021 | Qualification, Qualified donors, Qualifying Donors | Qualifying

A donor must be qualified to be on a major gift caseload or portfolio. Why? Because not all donors who meet your major gift metric want to relate to anyone in your organization on a more personal basis. This is a fact. And in our experience, the ratio of those who...
Help Donors Find the Right Home

Help Donors Find the Right Home

by Richard Perry and Jeff Schreifels | Jan 23, 2019 | Planning, Qualified donors | Caseloads, Cultivation, Stewardship

The books on 2018 should be closed. This is a great week for you to take time to evaluate the 2018 performance of your portfolio. Remember, your strategy is to continually increase the value of your caseload over time, so that you’re working with the most productive...
Talk to the Right Donors – Qualify First

Talk to the Right Donors – Qualify First

by Richard Perry and Jeff Schreifels | Jul 3, 2017 | Qualified donors | Metrics, Moves Management, Qualifying

“The donor won’t even return my call, and I am so frustrated!” said the MGO. When we checked to see why, it was not surprising to find that a majority of the donors on this MGO’s caseload did not want to connect. Why? Because the donors on this caseload (like...

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