by Richard Perry and Jeff Schreifels | Jul 11, 2014 | Accountability, Donor Software, Donors, Stewardship | Data, Discipline, Major Gifts, Moves Management, Uncategorized
You would think that it would be difficult to “lose” a donor who gave a significant gift. But in the last two weeks I have received stories of a $73,000 donor disappearing, a $100,000 donor gone missing and a lost check from a $25,000 donor. Seriously. How does this...
by Richard Perry and Jeff Schreifels | Dec 26, 2013 | Accountability, Caseload Value, Management | Data, Development Directors, Marketing Plans, Uncategorized
If you want next year to be a great year for you and your organization, your first resolution is to evaluate where you are.
by Richard Perry and Jeff Schreifels | Mar 25, 2013 | Accountability, Management, Non-Profits, Strategic Plans | Data, Major Gift Officers, Major Gifts, Uncategorized
Well, here we are. It’s Spring and the last week of March already, although for most of the country it still feels like the dead of winter. It seems like just last week I wrote a bunch of New Year’s resolutions to challenge us to boldly move forward in 2013. I think...
by Richard Perry and Jeff Schreifels | Mar 18, 2013 | Caseload Value, Donors, Giving Goals, Results | Data, Donor-Centered, Major Gift Officers, Major Gifts, Uncategorized
Over the course of this series on the economics of major gift fundraising I have covered most everything you conceptually need to know about what is important as relates the economics of your caseload. We’ve talked about old money and new money, about who gets credit...
by Richard Perry and Jeff Schreifels | Mar 13, 2013 | Accountability, Caseload Value, Fundraising ratios, Giving Goals, Results, ROI | Data, Major Gift Officers, Major Gifts, Non-Profits, Philanthropy, Uncategorized
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 who do not agree with what I just said. And it is one of those issues...
by Richard Perry and Jeff Schreifels | Jul 25, 2012 | Caseload Value, Fundraising, Non-Profits, Stewardship | Data, Major Gift Officers, Major Gifts, Uncategorized
You might have just read this headline and said to yourself, “I can tell this is going to be really boring stuff – I really don’t need to read or do this!” Well, if you’re thinking this, let me tell you a story. I have had two situations in the last few months in...