by Richard Perry and Jeff Schreifels | Feb 9, 2022 | Caseload Planning, New Year, Refreshing your caseload | Caseloads, Major Gifts, Marketing Plans
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....
by Richard Perry and Jeff Schreifels | Jan 7, 2022 | Caseload Management, Donor management, Refreshing your caseload | Budgets, Caseloads, Management
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...
by Richard Perry and Jeff Schreifels | Aug 10, 2018 | Management, Refreshing your caseload | Budgets, Caseloads, Pipeline Development
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...