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Five Things You Must Do in Caseload Management at the Beginning of This Year

Five Things You Must Do in Caseload Management at the Beginning of This Year

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....
4 Reasons to Remove a Donor from Your Major Gifts Caseload

4 Reasons to Remove a Donor from Your Major Gifts Caseload

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...
Four Reasons to Take Donors Off Your Caseload

Four Reasons to Take Donors Off Your Caseload

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...

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