What to Do When You Inherit a Caseload

Nothing But Major Gifts

Many fundraisers aren’t starting their caseloads from scratch – they’re inheriting a donor caseload that was previously managed by someone else. Whether you’re a new hire, or you’re moving into a new role within the same organization and taking on a new caseload, this transition can be complicated.

How do you introduce yourself to these donors who already know your organization, but not you?

In this episode, Matt Gill and Diana Frazier offer steps you can take to help you navigate this transition depending on the specifics of your situation. We hope these tips will help you feel more confident about stepping into your new role in a way that honors the donor and strengthens their connection to your organization!

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

• What to do based on the different scenarios in which you might be inheriting a caseload (starting at a new organization, or moving into a new role at your current organization, or redistributing caseloads)

• Protocols for introducing yourself to donors and where to use warm hand-offs from a previous caseload manager

• Tips for leadership on how to support fundraisers who are taking on a new portfolio