Who Should Be on My Caseload?
If you take nothing but one thing from this post let it be this: You MUST tier your caseload in some high- to low-value categories. And you must then let that tiering drive your planning and approach to those donors and how you use your time. If you don't do this you will wander; you will be out of focus; you will be driven by personal preference and emotion vs. thoughtfulness; and you will not achieve what you want. And, to me, that is tragic.
Don't let it happen.
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.