by Richard Perry and Jeff Schreifels | Feb 24, 2017 | Advisory Boards, Board Members, Committees, leadership, Strategy | Boards, Donor Attrition, Non-Profits
Do you want to know how to reduce revenue from your major donors quickly? Put them on an advisory board and have them do nothing. In the non-profit sector, there are thousands of donors sitting on some type of board or committee, and they are absolutely bored to...
by Richard Perry and Jeff Schreifels | Sep 9, 2016 | Cash Flow, Giving, Goals, major gifts | Caseloads, Donor Attrition, Donor Retention, Goal-setting, Uncategorized
#5 in the series How a Caseload Grows Over Time Budget time in any organization, commercial or non-profit, is when revenue forecasts are always made. Someone will invariably say, “We need growth of X% this coming year.” And that becomes the mark that everyone needs to...
by Richard Perry and Jeff Schreifels | Sep 7, 2016 | Attrition, Average Gifts, Growth | Caseloads, Donor Attrition, Economics, Uncategorized
#4 in the series How a Caseload Grows Over Time “Aren’t you just moving old money around?” the finance person asked, as he sought comfort that the major gift program was really working. So I stated the “case” for major gifts once again, like I have done hundreds of...
by Richard Perry and Jeff Schreifels | Sep 5, 2016 | Capacity, Current Giving, Upgrading | Caseloads, Donor Attrition, Donor Retention, Major Gifts, Uncategorized
#3 in the series How a Caseload Grows Over Time We have just completed a major study on how a major donor caseload behaves over time. I will address the economics of the caseload in the next blog. Today, I want to talk to you about the composition of the caseload and...
by Richard Perry and Jeff Schreifels | Aug 31, 2016 | Donor Attrition, Value Attrition | Caseloads, Donor Attrition, Donor Retention, Qualifying, Uncategorized
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: It’s a rational and objective explanation for the doubters and critics around you as to A)...
by Richard Perry and Jeff Schreifels | Aug 8, 2016 | Corporations, Foundations, Giving, grants | Donor Attrition, Major Gifts, Passions and Interests, Uncategorized
We are often asked if corporations/businesses and foundations should be included in a major gift program that is primarily focused on individuals. The answer is yes. Every corporation, business, foundation and “other” organization is much like an individual in the...