Creating Your Fundraising Caseload – Part 1 (Season 1, Episode 16)

We discuss creating a strong fundraising caseload. As you’ll hear, we dive pretty deep into this topic, so this discussion is split into 2 episodes. Stay tuned next week for the conclusion to this discussion.

Click here to listen on YouTube!

Topic Timestamps:

  • Steps for building your caseload [04:37]
  • Steps of the fundraising process [07:35]
  • Skipping cultivation? [12:53]
  • Qualification [15:41]
  • How do you qualify? [18:31]
  • Digital body language [20:25]
  • How many donors should be in your caseload? [24:33]
  • How you get the verbatim and digital body language [28:16]
  • Support from your organization [28:37]

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