by Jeff Schreifels | May 8, 2024 | Budget, Goal Setting, Goal-setting, Major Gift Goals, Major Gift Programs, Revenue | Budget, Budgets, Finance, Fundraising, Goal-setting
One of my favorite strategies that we’ve implemented into our major gifts coaching is the idea of an aspirational goal. But before I get to that, let me back up and talk a bit more about how we think about and approach goal setting overall. In our major gifts system,...
by Richard Perry | Apr 24, 2024 | Budget, Budgeting, Budgets, Donor Journey, Donor Pipeline, Economics of Major Gifts, Finance, Return on Investment | Budget, Budgets, Economics, Finance, Fundraising, Pipeline Development
This blog post is the fifth in a series of six titled, “The House Your Donor Lives In.” The thing about fundraising budgets is that they are often allocated to various fundraising activities based on internal politics and/or history of spending. By...
by Richard Perry and Jeff Schreifels | Jan 26, 2024 | Budget, Budgeting, Goal Setting, Individual Goals, Planning | Budget, Budgets, Finance, Goal-setting
When we work with fundraisers on goal-setting for individual donors, we recommend that they create both a budget goal that aligns to the organization’s official budget AND an aspirational goal to help them dream big about opportunities to partner with their donors for...
by Richard Perry and Jeff Schreifels | May 5, 2023 | Budget, Budgeting, Budgets, Communications, Fundraising, Marketing, Non-Profit Leadership, Organization Structure, organizational structure | Budget, Budgets, Finance, Strategic Plans, Structure
It’s budget time. And the debates begin. How much budget to allocate for fundraising? How much for communications? How much for marketing? And those debates migrate to who owns each of the functions. One non-profit leader believes that it all belongs together, and...
by Richard Perry and Jeff Schreifels | Aug 11, 2021 | Donor goals, goals and plans, Major Gift Goals | Budget, Goal-setting, Leadership
It is not unusual for Jeff and me, and members of our front-line team, to hear the following cry for help from mid, major, or planned giving representatives of a non-profit here in the United States or in Canada or Europe: “They just told me I have to raise 16% more...
by Richard Perry and Jeff Schreifels | Mar 13, 2019 | Donor Impact Portfolio, Donor Preferences | Budget, Passions and Interests, Programs
Several months ago, I was sitting at a conference table with a prospective client, talking about the process needed to create our Donor Impact Portfolio. The Donor Impact Portfolio, when it’s complete, is a list of all the organization’s programs and projects, broken...