Tiering your caseload is a strategy that organizes your caseload so that you can create a strategic, meaningful plan for every donor.
Connections
If you’re hanging with Richard it won’t be long before you’ll be laughing.
He always finds something funny in everything. But when the conversation is about people, their money and giving, you’ll find a deeply caring counselor who helps donors fulfill their passions and interests. Richard believes that successful major-gift fundraising is not fundamentally about securing revenue for good causes. Instead it is about helping donors express who they are through their giving. The Connections blog will provide practical information on how to do this successfully. Richard has more than 30 years of nonprofit leadership and fundraising experience, and is founding partner of the Veritus Group.
Jeff Schreifels is the principal owner of Veritus Group — an agency that partners with nonprofits to create, build and manage mid-level fundraising, major gifts and planned giving programs. In his 32-plus year career, Jeff has worked with hundreds of nonprofits, helping to raise more than $400 million in revenue.
Often, donors are not giving what they could because you are not presenting them with a donor offer that motivates them to give more.
Burnout is a real challenge. I encourage you to try these check-ins designed to help you ask the necessary questions to get unstuck.
I know it feels hard at the moment, but if I could go back and do one thing differently during this time of year, it would be to spend more time planning what I needed to do in the first two weeks of January.
Major gifts fundraising is often misunderstood. If you are facing ignorance, here are some ways you can educate fellow team members.
On average, fundraisers move to another nonprofit every two to three years. Here is advice on transitioning your caseload.
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