by Richard Perry and Jeff Schreifels | May 13, 2020 | Donor-Centered, Planning | Goal-setting, Strategic Plans
Several weeks ago, I was checking in with the executive director of one of our clients. This client came on board a little over a year ago. I asked her how it was going. She said, “Jeff, had we not adopted the Veritus Way and our MGOs hadn’t created a plan for all of...
by Richard Perry and Jeff Schreifels | Mar 27, 2020 | COVID-19, question and answer | Goal-setting, Leadership, Major Donors
First in a Series: Answering Your Questions about Fundraising in a Crisis As I sit down to write today, I have to tell you I’m worried. My son Jake lives in New York City, and it’s right now the epicenter of the COVID-19 virus. 1 in 1,000 people have the virus and in...
by Richard Perry and Jeff Schreifels | Jan 10, 2020 | errors, mistakes, personal growth | Goal-setting, Self-care
Fourth of Six New Year’s Resolutions that will Change Your Life I can hear you now. “Have you lost your mind, Jeff?” No, I haven’t. And yes, I’m asking you to make mistakes in 2020. To be more explicit, I’m telling you that if you don’t make mistakes, then you’re not...
by Richard Perry and Jeff Schreifels | Jan 8, 2020 | Caseload, New year resolutions, personal goals | Accountability, Goal-setting
Third of Six New Year’s Resolutions that will Change Your Life The significance of a man is not in what he attains but in what he longs to attain. — Kahlil Gibran I love starting a new year. It’s a huge marker that motivates me to set goals. Each year in December, I...
by Richard Perry and Jeff Schreifels | Oct 23, 2019 | Goals, Research | Goal-setting, Management, Planning
If you’ve been a reader of this blog for a bit, you know that we’re constantly telling you – as part of The Veritus Way of major gifts – that you need to set individual revenue goals for every one of the donors in your portfolio. We don’t set goals because we want to...
by Richard Perry and Jeff Schreifels | Sep 13, 2019 | Passions and Interests, Plan for every donor | Discipline, Goal-setting, Planning
“Why do I need to have a goal for every donor on my caseload?” the MGO asked. “And how does that fit with your philosophy that major gift fundraising is not about the money?” Good question. First, it’s important to note that there’s a dual purpose for every donor on...