by Richard Perry and Jeff Schreifels | May 4, 2020 | dependency, Revenue | Budgets, Management, Structure
You know how it is. You have this one thing going and it’s working for you. It’s REALLY working. In fact, you’re so mesmerized by how well it’s working that you’ve lost your mind and your sense of reality. You’ve become a victim of the plague of one source dependency....
by Richard Perry and Jeff Schreifels | Aug 20, 2018 | discipline, Moves Management | Budgets, Goal-setting, Strategic Plans
Set a goal – one for each donor on your caseload, driven by the donor’s giving history, their capacity and your knowledge of where you are in a relationship with them. Why? Because you will know where you are going with that donor, and it will shape and focus your...
by Richard Perry and Jeff Schreifels | Aug 10, 2018 | Management, Refreshing your caseload | Budgets, Caseloads, Pipeline Development
I stopped giving to the organization in 1997. Yet I am still on their mailing list, receiving very expensive direct mail appeals, reminding me that I was once a great donor and my support meant so much – and could I give again? 1997. That was so many years ago. And...
by Richard Perry and Jeff Schreifels | Apr 25, 2018 | Forecasting, Long-range Planning, Vision | Budgets, Strategic Plans, Transformational Gift
“Jeff, I’ve been thinking… what would it take to get us to $100 million in revenue from our major gift team?” This was both frightening and exciting to hear, all at the same time. The back story is that one of our client organizations which has “grown up” using...