by Richard Perry and Jeff Schreifels | Jun 18, 2021 | Budgeting, Economics of Major Gifts, Expenses | Budgets, Economics, Major Gifts
Second in a series: Creating Forecasts and Budget for Major Gifts “She just needs to raise two times her annual salary in the first year, and we’ll be doing well.” Jeff and I don’t know who came up with this idea, but it’s way off. It’s not based in reality on the...
by Richard Perry and Jeff Schreifels | Jun 16, 2021 | Economics of Major Gifts, Forecasting, revenue forecast | Budgets, Economics
First in a series: Creating Forecasts and Budget for Major Gifts Creating a realistic and fair budget for major gifts isn’t difficult IF you know the elements and the principles. And by fair, I mean fair to the MGO and the organization. But it’s in knowing the...
by Richard Perry and Jeff Schreifels | Nov 4, 2020 | major gifts, Net Revenue, Strategy | Budgets, Management, Return on Investment
Fourth in a six-part series: Truth Bombs About Major Gifts You cannot start or invest in a major gift program and see immediate results. The problem in our industry is that non-profit leaders and managers don’t understand that. They don’t understand that for two...
by Richard Perry and Jeff Schreifels | Sep 25, 2020 | Budgeting, revenue forecast | Budgets, Communication, Donor Visits
You’ve been asked to do your caseload forecast for 2021 or your next fiscal year, and the news reports aren’t looking good. There’s an uptick of COVID cases. Fall is here, and you fear the predictions of more sequestering and its effect on your caseload donors. Then...
by Richard Perry and Jeff Schreifels | Sep 16, 2020 | Cultivation, Year-end | Annual Fund, Budgets, Passions and Interests
“We’re finding that donors are willing to make their gifts earlier this year to help with this crisis, but we worry about the impact on our budget and cash flow at the end of the year. Any suggestions?” That’s the question that recently came in from one of our webinar...
by Richard Perry and Jeff Schreifels | May 6, 2020 | Direct Response, diversification | Budgets, Structure
In my last two posts I detailed how to identify donor pipeline weaknesses and how to identify an over dependence on certain revenue sources. Now you have the information you need to act. Couple that with your personal resolution to DO something about your lack of...