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Richard Perry and Jeff Schreifels

The Two Major Donor Segments on Your Caseload

3 min read

The Two Major Donor Segments on Your Caseload

#2 of the series How a Caseload Grows Over Time In my last blog, I talked about your major gift caseload as an incubator for transformational giving. Here is how that works. In our training on building a caseload, we talk about qualifying donors so that you identify those high giving high capacity...

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Your Core Caseload: An Incubator for Transformational Giving

3 min read

Your Core Caseload: An Incubator for Transformational Giving

This is the first in a five-part series called How a Caseload Grows Over Time. There are two reasons it is very important for major gift officers to understand how this works:

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3 min read

Creating a Mid-Level Donor Program for YOUR Non-profit

When Richard started Veritus Group, and I later joined him, we started out working with clients to create, build and manage only major gift programs. But after several years, we began noticing that...

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3 min read

What’s Your “December Plan” for Major Donors?

It’s December, and you are coming down to the wire on whether or not you will meet your year-end goals. For major gift fundraisers, this is such an amazing (yet stressful) time.

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3 min read

Time to Plan: #3 – Refresh Your Caseload

As a major gift officer, you are delivering two values. First, you are delivering value to the donor by helping her fulfill her interests and passions through her giving to your organization. Second,...

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3 min read

Time to Plan: #2 – Planning for the New Year

2016 is just days away. It is not too early to start planning how you’ll be successful in the coming calendar year.

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4 min read

Time to Plan: #1 – Year End Strategy

This is the first of a three-part series. We’re into December already, and there are plenty of distractions pulling you away from your caseload.

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3 min read

Seven Ways MGOs Can Avoid Burnout

I talk to many major gift officers, development professionals and non-profit executives every week. Perhaps it’s the time of year, or the stage in their careers, but I’m hearing from a large portion...

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Setting Boundaries with Donors

2 min read

Setting Boundaries with Donors

I think if there is one thing that you’ve heard us say more than anything in the Passionate Giving Blog it’s that you need to establish solid relationships with your donors. There is no question...

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The Economics of Major Gift Fundraising Series #4 – Credit – Who Gets It?

2 min read

The Economics of Major Gift Fundraising Series #4 – Credit – Who Gets It?

Let me say, right at the top, that the MGO gets all the credit for revenue from any donor on his or her caseload with the exception of planned gifts IF a PGO was involved. There are a lot of people...

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