VIDEO DESCRIPTION

For someone doing professional Development, one of the watermarks of success is how well you are reaching the geography or list of partners that you have been assigned to. In this video, Dan Willmann outlines the best practices and guidelines to reach a specific segment of donors.

Dan Willmann has been on staff with Cru for over 30 years, 20 of which were spent as a Development Director for the JESUS Film Project. Since 2011, he has served as the Vice President of Global Fund Development for Campus Crusade for Christ.

ADDITIONAL RESOURCES

• Notes - Caseload & Territory Management

• Goal Setting (.pdf)

• Monthly-Quarterly Planning Checklist (.pdf)

• Recognizing Readiness for Upgraded Giving (.pdf)

Caseload & Territory Management