by Richard Perry and Jeff Schreifels | Aug 21, 2020 | board meetings, path dependence | Focus, Leadership
We’re sitting in a management meeting with the leaders of the organization or in a board meeting. If you step back and analyze what is of interest to everyone attending, it’s usually everything but fund development. Or one or more of the attendees has just heard of a...
by Richard Perry and Jeff Schreifels | May 8, 2020 | basics, noise, Priorities | Focus, MGOs
There’s a lot of COVID-19 noise out there. A lot! People telling you how to do things. How not to do things. How to think. What to avoid. We long for silence. A quiet place to be grounded. A place where we can think about what’s right and what’s true in fundraising...
by Richard Perry and Jeff Schreifels | Mar 20, 2020 | Connections, Home office, Planning | Discipline, Focus, Self-care
In this new age of COVID-19, if you’re like many of your colleagues around the world, you’re doing your work as a fundraiser from home. You may not know this, but Veritus Group has always been a virtual company. All of our 20+ staff each work out of their homes. I...
by Richard Perry and Jeff Schreifels | Mar 9, 2020 | Caseload Management, downgrading | Caseloads, Cultivation, Focus
It’s a very difficult decision. A good caseload donor has been contributing regularly and then stops. And you’re faced with the reality that, if you’re going to deliver economic value to your organization, you must take that donor off your caseload and find another...
by Richard Perry and Jeff Schreifels | Mar 6, 2020 | Donor Research, Management | Admin Support, Focus, Prospecting
Before I get into this subject, I want to point out that I’ve used the words “Donor Research” instead of “Prospect Research,” because in our philosophy of major gift fundraising MGOs don’t relate to prospects, they relate to donors. The word prospect is used in the...
by Richard Perry and Jeff Schreifels | Nov 27, 2019 | Distractions, Goals, Vision | Accountability, Focus
I’m frustrated. I’m personally off track on some tasks I need to do. I also have colleagues who are off track on their work, and stuff is getting “pushed” further down the path. Maybe you experience this as well. There are times during the year when I feel like I’m...