by Richard Perry and Jeff Schreifels | Jun 10, 2015 | Assessments, Goals, major gifts | Goal-setting, Management, Strategic Plans, Uncategorized
Part 1 of a series: How to Make an Impact This Summer That Will Lead to a Successful Year-End Ahh… the lazy days of summertime. Sit back, clean up your office or cubicle, maybe go for that 4 days a week, 10 hour a day summer option… leave early on Thursdays…...
by Richard Perry and Jeff Schreifels | May 8, 2015 | Failure, Success, Work style | Goal-setting, Major Gift Officers, Uncategorized
The three elements of a successful major gift program are good program to present to donors, good donors, and good major gift staff. Jeff and I have seen many major gift situations where one of these elements was missing, and it was impossible for a major gift program...
by Richard Perry and Jeff Schreifels | Apr 6, 2015 | Donors, Focus, New Hires, Planning | Goal-setting, Major Gift Officers, Programs, Uncategorized
We are often asked for a startup list for a new MGO, to answer the question: “what should a MGO focus on, when starting with a new organization, or starting a new major gifts program?” Either situation is really the same – a new MGO to an existing program or a MGO...
by Richard Perry and Jeff Schreifels | Mar 23, 2015 | Communication, Revenue goals | Goal-setting, Management, Strategic Plans, Uncategorized
Over the last four years, we have often asked you to do a “check-in” on your major gift caseload progress at this time of year. Why? Because after three months of activity in the new year, you start to develop convictions, patterns and revelations about your caseload...
by Richard Perry and Jeff Schreifels | Mar 17, 2015 | Basic Skills, basics, boring, indispensable | Discipline, Goal-setting, Major Gifts, Management, Uncategorized, White Paper
Another article from Veritus Group to help you succeed at major gift fundraising. What you will learn in this White Paper: What mundane tasks actually form the bedrock of your major gifts program; Why “new and creative” approaches aren’t always the best; How to see...
by Richard Perry and Jeff Schreifels | Feb 4, 2015 | Asking, Relationship Fundraising, Relationships, Transactions | Donor-Centered, Goal-setting, Major Gifts, Stewardship, Uncategorized
Several days ago, one of our readers sent me a copy of a donor survey that a consultant had created for use with caseload donors. As I read it, my heart sank. While it was packaged as a helpful way for a MGO to secure information from the donor, in reality it was a...