Tags » Caseload Value

Where Should I Put My Efforts?

You might have just read this headline and said to yourself, “I can tell this is going to be really boring stuff – I really don’t need to read or do this!”  Well, if you’re thinking this, let me tell you a story. 685 more words

Major Gift Officers

Six Things You can Do This Summer to Help You Win in the 4th Quarter! Summertime Lesson #1: Create New Plans for Donors Behind Goal

“Summertime, and the living is easy…” I love that song from the musical, Porgy and Bess.  Unfortunately, I run into too many folks during the summer who actually put this into practice in their major gift work. 714 more words

Major Gift Officers

The Mid Year Major Gift Check List Series of 5: #2 – Which Donors Require More Of Your Time?

It’s really hard for me to believe that a seasoned major gift professional will, in a moment of major gift suicide, tell his team to just “mail the caseload an ask!” 590 more words

Major Gift Officers

The Truth About Total Caseload Value

I have seen so many situations where a MGO gets unfairly judged because no one sat down and decided what the MGO’s caseload value (the sum of all giving from all the donors on a caseload) should be.  426 more words

Major Gift Officers