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Question of the Month: How do you actually tier a donor caseload?

Question of the Month: How do you actually tier a donor caseload?

by Veritus Group | May 17, 2023 | Caseload, Caseload Management, Tiering, Tiering Donors | Caseloads, Strategic Plans, Structure, Tiering

After you’ve qualified your donors, tiering your caseload is the next step to help you focus your time so that you’re spending the majority of your effort on donors who have both a deep connection to your organization AND the potential to give significantly. But how...
Are You Focused on the Right Donors?

Are You Focused on the Right Donors?

by Jeff Schreifels | Oct 2, 2024 | Accountability, Portfolio Management, Tiering Donors | Caseloads, Focus, Tiering

Many years ago, I was working with an MGO to help create her donor portfolio. We were going through a process called the “gut check” to separate which donors were actually qualified from those that weren’t. We came upon one donor whom the MGO described in great...

The Priorities of Your Caseload

by Richard Perry and Jeff Schreifels | Nov 5, 2014 | Fundraising ratios, MGO Use of Time, ROI, Tiering Donors | Accountability, Major Gifts, Management, Stewardship, Uncategorized

We published this chart several years ago, and it is worth dusting it off and bringing it out again. Here’s why: many MGOs across the country, and MGOs we serve in Canada and Europe, are still treating all donors the same, rather than realizing that there is a...

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