by Richard Perry and Jeff Schreifels | Apr 22, 2019 | Accountability, managers, structure | Caseloads, Focus, Management
Today’s post is directed to Development Directors or Directors of Major Gifts, but honestly, if you’re a major gift officer or leader of your organization, you can benefit from this too. Here’s a problem that Richard, our team and I get asked almost every week: “I’m...
by Richard Perry and Jeff Schreifels | Mar 8, 2019 | Planning, Return on Investment | Focus, Structure
Fifth in a Series: 6 Questions Your Major Gift Plan Must Answer “Do I have the ability to stay focused and structured?” If you’re a manager asking yourself this question, perhaps it should read like this: “Do I have the budget to let my MGOs be fully functional MGOs...
by Richard Perry and Jeff Schreifels | Sep 5, 2018 | Offers, Program packaging, Starting a Program | Focus, Major Gifts, Qualifying
“When starting a major gifts program, what are the three key things to focus on?” That’s a question Jeff and I received recently. Here’s what we think: The right donors – You can’t go anywhere in major gifts without a donor. And you won’t make it far if it isn’t the...
by Richard Perry and Jeff Schreifels | Aug 27, 2018 | Centeredness, Compassion, Reflection | Focus, Self-care, Stress
“If your compassion does not include yourself, it is incomplete” — Jack Kornfield I go through periods when I don’t take care of myself, and the work I do suffers. It usually happens when I have so many things going on that I don’t take time to think about what I’m...
by Richard Perry and Jeff Schreifels | Aug 3, 2018 | Job Description, Self-Worth, Time Management | Focus, Fundraising, Jobs
A couple of years ago I was helping to manage a Major Gift Officer at a medium-sized non-profit. Mary (not her real name) was a veteran fundraiser who was struggling with making her revenue goals when I met her. Her manager was concerned because she had been a...
by Richard Perry and Jeff Schreifels | Jul 20, 2018 | Long-term thinking, Passions and Interests | Donor-Centered, Focus, Moves Management
“Look, we need to meet our goals! So make it happen!” You’ve heard it hundreds of times. It is the reality we all face at any level of an organization, whether you are a MGO, a finance person or the CEO. And so the mind shifts to the immediate, and the steps you need...