by Richard Perry and Jeff Schreifels | Sep 14, 2016 | 4th Quarter, End of Year, Goals, Planning, Strategy | Fundraising, Goal-setting, Management, Strategic Plans, Uncategorized
Eons ago, I was a development director for a non-profit in Philadelphia. Once a month, I asked the CEO to meet with me to go over the plan I created. He was a pretty funny guy. Even though he knew I was “all over it” with my plan during the rest of the year, every...
by Richard Perry and Jeff Schreifels | Sep 12, 2016 | Confidence, objections, Planning, Training, Year-end | Major Gift Officers, Uncategorized
“I don’t know how I’m going to reach the goals that have been set for me,” said the MGO. And with that one statement, this MGO joined the thousands of other MGOs we have worked with over the years, who come to this time of the year – the last quarter of the calendar...
by Richard Perry and Jeff Schreifels | Sep 9, 2016 | Cash Flow, Giving, Goals, major gifts | Caseloads, Donor Attrition, Donor Retention, Goal-setting, Uncategorized
#5 in the series How a Caseload Grows Over Time Budget time in any organization, commercial or non-profit, is when revenue forecasts are always made. Someone will invariably say, “We need growth of X% this coming year.” And that becomes the mark that everyone needs to...
by Richard Perry and Jeff Schreifels | Sep 7, 2016 | Attrition, Average Gifts, Growth | Caseloads, Donor Attrition, Economics, Uncategorized
#4 in the series How a Caseload Grows Over Time “Aren’t you just moving old money around?” the finance person asked, as he sought comfort that the major gift program was really working. So I stated the “case” for major gifts once again, like I have done hundreds of...
by Richard Perry and Jeff Schreifels | Sep 5, 2016 | Capacity, Current Giving, Upgrading | Caseloads, Donor Attrition, Donor Retention, Major Gifts, Uncategorized
#3 in the series How a Caseload Grows Over Time We have just completed a major study on how a major donor caseload behaves over time. I will address the economics of the caseload in the next blog. Today, I want to talk to you about the composition of the caseload and...