by Jeff Schreifels | Aug 28, 2024 | Focus, Major Gift Fundraising, Major Gift Goals, Revenue goals | Focus, Fundraising, Goal-setting, Major Donors, Major Gifts
Recently, I’ve been talking to several major gift officers all in different sectors of the non-profit community and many of them are racked with anxiety about meeting their revenue goals for 2024. Obviously, the economy is on everyone’s mind, and depending on the...
by Jeff Schreifels | May 8, 2024 | Budget, Goal Setting, Goal-setting, Major Gift Goals, Major Gift Programs, Revenue | Budget, Budgets, Finance, Fundraising, Goal-setting
One of my favorite strategies that we’ve implemented into our major gifts coaching is the idea of an aspirational goal. But before I get to that, let me back up and talk a bit more about how we think about and approach goal setting overall. In our major gifts system,...
by Jeff Schreifels | Feb 19, 2024 | Accountability, coaching, Feedback, Goals, The Veritus Way | Accountability, Coaching, Focus, Goal-setting, The Veritus Way
Over the last three years, I’ve had a trainer to help me with strength, conditioning, core work, etc. So, twice a week, I work out with Tony in his basement, so that when I’m 80, I don’t have to end up immobile. I hate it. It’s hard work. I mean, after the workout,...
by Richard Perry and Jeff Schreifels | Jan 26, 2024 | Budget, Budgeting, Goal Setting, Individual Goals, Planning | Budget, Budgets, Finance, Goal-setting
When we work with fundraisers on goal-setting for individual donors, we recommend that they create both a budget goal that aligns to the organization’s official budget AND an aspirational goal to help them dream big about opportunities to partner with their donors for...
by Veritus Group | Jul 17, 2023 | Goal Setting, Mid-level, Mid-Level Program, Mid-Level Programs, Revenue goals | Goal-setting, Mid-Level, Mid-level donors, Strategic Plans
In mid-level, with a caseload of 500-700, it’s not realistic to set goals for individual donors as we do in major gifts. Instead, mid-level donors are organized into three tiers, and fundraisers work their plan by sending strategic touch points for each of those...
by Veritus Group | Jun 28, 2023 | Goal Setting, Major Gift Fundraising, Major Gift Goals, Major Gift Planning, Major Gift Programs | Goal-setting, Major Gifts, Planning, Strategic Plans
Many organizations have a transactional mindset when setting goals for major gifts. But when leadership pulls a number out of a hat (think: “Raise X% more than last year”), it doesn’t honor the donor or acknowledge their passions. Instead of a blanket goal that...