The Qualification Process is a Necessary Pain in the Butt
Over all the years that our team has been working with major gift officers, I don’t recall one of them saying to us how much they just looooved qualifying donors into their portfolio. However, after a portfolio is qualified, we’ve also never heard a major gift officer...
Qualifying Donors for Your Caseload Could Take Longer
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...
Do You Qualify Mid-Level Donors?
As you may already know, part of the Veritus Way of major gifts is to make sure you ONLY have qualified donors in your portfolio. (You can learn more about our major gifts qualification process here.) But what about mid-level? Should you qualify donors for your...
The Gut-Check Method: 10 Questions to Ask Yourself
Is every donor in your portfolio qualified? More often than not, the answer we get from frontline fundraisers is “of course” when we start working with them. Knowing that we’re going to get this answer, we conduct a “gut-check” exercise by asking these questions: When...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
