by Jeff Schreifels | Oct 9, 2024 | Assessments, Donor File, Insight | Asking, Data, Donor Attrition, Evaluation, Fundraising, Non-Profits, Value Attrition
One of the privileges I have in my work is that I get to review every donor assessment that we do. Over the last 15 years, I’ve reviewed well over a 1,000 of them. I love reviewing them because it gives me great insight on donor behavior, trends, and how much...
by Guest Contributor | Oct 14, 2024 | Caseloads, Energize, motivation, Performance Evaluation, Strategy | Caseloads, Coaching, Evaluation, Major Gift Officers, Motivation, Performance, Planning, Strategy
I recently renovated my home office. What a project. Just getting ready took a full week. I moved everything out and committed to purging and not bringing anything back in that I didn’t use or love. Sort of a Konmari approach. It was a journey back over my 11 years...
by Karen Kendrick | Aug 9, 2024 | Learning Mindset, Performance, Success | Evaluation, Fundraising, Performance, Personal Development, Professional Development, Teamwork
If I told you, “You’re a winner!” How would that sit with you? Would it make you feel uncomfortable? Like a fraud? Unsure if you deserved it? So many of us have a messy relationship with success and celebrating our wins. But why is that? Let’s take a moment to reframe...
by Jeff Schreifels | Jan 22, 2024 | Donor-Centered, Job Performance, Meaningful Connections, Metrics, Performance Evaluation | Data, Donor-Centered, Evaluation, Meaningful Connections, Metrics
Something that has been irritating me lately is that I’m hearing how non-profits, worried that 2023 was not as good financially, are going back to using old metrics to “manage” frontline fundraisers. It seems that we cannot learn from the past, so we have to continue...
by Richard Perry | Jan 10, 2024 | Back to Basics, Organization Structure, Systems | Evaluation, Non-Profits, Prioritizing, Structure
Nothing surprises us anymore. We’ve seen a lot of things in organizations large and small from many parts of the world in the years we have been doing this work and, because of this, we have stories to tell that would amuse, shock, and amaze you. Recently, someone...
by Richard Perry and Jeff Schreifels | Mar 3, 2023 | Failure, Frontline Fundraiser, Job Performance, Success | Accountability, Evaluation, Hiring and Retaining Staff, Metrics, Performance
“Why am I failing at my job?” We hear this question a lot these days. Failure is lurking for many (if not most) mid-level, major gifts, and planned giving officers in the non-profit sector. But it’s a quiet question. You have to dig to find it. Why? Because these good...