by Richard Perry and Jeff Schreifels | Jul 3, 2019 | Strategy, Summer planning | Goal-setting, Planning
First in a series: Six Things You Can Do This Summer to Help You Win in the 4th Quarter! Summertime, and the living is easy… I love that song from the musical “Porgy and Bess.” Unfortunately, I run into too many folks during the summer who actually put this into...
by Richard Perry and Jeff Schreifels | Jan 21, 2019 | Impact Serving, Strategic Plans | Goal-setting, Passions and Interests
We believe that creating strategic plans for every donor in your portfolio is critical. Each of the 240 major gift officers that Veritus is directly working with have a plan that will guide them to achieve their revenue goals. Part of that strategic plan is creating...
by Richard Perry and Jeff Schreifels | Nov 21, 2018 | Confidence, leadership, Risk-Taking | Asking, Goal-setting, Major Gift Officers
The counterintuitive beauty of having a structure to your major gift program is that it allows you to be incredibly creative within that structure. However, when you work within a structure and have a plan, it’s also easy to fall into complacency. You may become too...
by Richard Perry and Jeff Schreifels | Aug 24, 2018 | Career, Intention | Goal-setting, Mission
Lately, I’ve been doing a bunch of interviewing of major gift officer candidates for some of our clients. It’s been enlightening. I would say that these candidates fall into two camps. First, there are those who have no direction and are pursuing this particular...
by Richard Perry and Jeff Schreifels | Aug 20, 2018 | discipline, Moves Management | Budgets, Goal-setting, Strategic Plans
Set a goal – one for each donor on your caseload, driven by the donor’s giving history, their capacity and your knowledge of where you are in a relationship with them. Why? Because you will know where you are going with that donor, and it will shape and focus your...
by Richard Perry and Jeff Schreifels | Jul 9, 2018 | career success, extraordinary MGOs | Goal-setting, Major Gift Officers, White Paper
Over the years, we at Veritus have worked with many MGOs. We have had experience with lots of good ones and, unfortunately, some pretty bad ones. But we also, throughout our careers, have had the privilege of working with a handful of extraordinary MGOs. In our work...