Caseload Archives - NonProfit PRO - Tactical Leadership Strategy for the Modern NonProfit

How to Manage a Caseload Refresh

January 21, 2025 Jeff Schreifels

Early in the year, it’s important to take a thorough look at your caseload and do a caseload refresh. Let me walk you through the process.

How to Transition Out of Your Fundraising Role

October 24, 2022 Jeff Schreifels

On average, fundraisers are moving from one nonprofit to another every two to three years. This disruption can either be a good transition or a disaster, depending on how you plan for it. Here is some advice on transitioning your caseload to another major gifts officer.

Critical Elements of a Major-Gifts Officer Job Description

January 19, 2015

Please be very diligent to write good job descriptions for each major-gifts officer. It is so important that these good people know what they are supposed to do and know how they will be evaluated.

8 Steps to Take During Difficult Times

November 17, 2014 Richard Perry

Tough times require a far greater amount of vigilance and discipline on your part and on the part of your organization and leadership. It’s time to step it up a notch!!

What Should Your Total Caseload Value Be?

October 20, 2014 Richard Perry

It is very important to have a clear handle on what your caseload value currently is and if that number is meeting the expectations of management. If you’re a manager reading this, please take the time to have a discussion with your good MGO and arrive at a mutually acceptable number for his or her caseload. It will build confidence and help the MGO focus on taking care of donors, which is exactly what you want.