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...
by Richard Perry and Jeff Schreifels | Aug 16, 2021 | Wealth Analysis, Wealth Data, Wealth Screening | Evaluation, Fundraising
“What is the most effective and efficient way to evaluate our database for giving potential if we don’t have wealth screening software?” That was the question posed to Jeff and me when we did a live Q & A of blog readers and Veritus Gift Academy alumni. The...
by Richard Perry and Jeff Schreifels | Apr 24, 2020 | pandemic, Pivoting, Planning | Evaluation, Fundraising, Management
There are just a TON of fundraising resources out there right now, about how to deal with the coronavirus crisis. I mean, everything from how to do virtual events to how to do your work from home, while you’re teaching your kids “new math,” while walking your...