Tiering Your Donors: The Ultimate Caseload Management Strategy

Nothing But Major Gifts

Do you have a strategy to help you allocate your time per donor?

The reality is, you only have so much time in a day. And you need to be a good steward of that time. So, while we value all donors as people, the impact they have is not equal. Some will give much more than others, and those donors need a bigger investment of your time and energy.

On this episode, Jeff is joined by Lisa Robertson, our Director of Client Services, to talk about the idea of tiering donor caseloads. This is a core component of the system and structure we follow as part of The Veritus Way. Join us for this conversation about the process of tiering and how it works to help you focus your time where you can make the most impact.

Show Highlights: In this episode, you’ll learn about…

• The process of tiering your caseload donors A-C
• Misconceptions about what it means to tier donors and engage them at different levels
• Challenges that arise when a caseload isn’t tiered
• Differences in tiering a major gifts caseload versus a mid-level caseload
• How tiering helps fundraisers to better engage their donors

Veritus Group is passionate about partnering with you and your organization throughout your fundraising journey. We believe that the key to transformative fundraising is a disciplined system and structure, trusted accountability, persistence, and a bit of fun. We specialize in mid-level fundraising, major gifts, and planned giving, helping our clients to develop compelling donor offers and to focus on strategic leadership and organizational development. You can learn more about how we can partner with you at www.VeritusGroup.com.

Additional Resources:

• [White Paper] Tiering Donors to Create Focused Caseloads
• [Blog] You Can’t Spend All Your Time With a Donor Just Because You Like Them
• [Video] Why “Tier” Donors in a Major Gift Caseload?