by Richard Perry and Jeff Schreifels | Jul 4, 2018 | Marketing Impact Chart, MIC, Personalization | Goal-setting, Metrics, Planning
One of the most common failures in the major gift field is the lack of planning for each donor on the MGO’s caseload. You know how it is. You have a vague idea about what you are going to do with this donor or that one. But you don’t write it down. You don’t...
by Richard Perry and Jeff Schreifels | Jan 15, 2018 | Accountability | Goal-setting, Management, Teamwork
“Do you ever explain to them what our point of view is?” the manager asked. And as Jeff and I thought about it, the answer was “yes!” Yes, we do regularly explain to MGOs the manager’s point of view – what they think are their major challenges in managing MGOs and...
by Richard Perry and Jeff Schreifels | Dec 4, 2017 | Budget, Forecast, Goals | Economics, Goal-setting, Management
I will never forget the meeting. We had just started working with his 2 major gift officers, and the manager came in and said: “Richard, I don’t care about your forecast or what the donors have been giving. What I want is new money.” And then he walked out. Well, I...
by Richard Perry and Jeff Schreifels | Dec 1, 2017 | Budgets, Planning | Economics, Goal-setting, Management
Did you yawn when you saw the title of this blog? I mean, who cares about forecasts and budgets for major gifts? Certainly a MGO doesn’t have any interest in this topic, right? But you should, because it creates one basis for your job evaluation. If a major gift...
by Richard Perry and Jeff Schreifels | Jun 12, 2017 | MGOs, structure | Goal-setting, Management, Qualifying
I’m going to describe for you the state of one organization’s major gift program, as we began working with them a few years ago. I think it will highlight what’s going on with thousands of other organization’s major gift programs… and quite possibly yours. Okay, so...
by Richard Perry and Jeff Schreifels | Dec 2, 2016 | Credit Policies, Donor Offers, Evaluation, Performance | Goal-setting, Major Gift Officers, Management, Uncategorized
Fifth in the series Six Reasons Your MGO Will Leave Your Organization I use the word “incompetent” in the title to show how an MGO really feels when he or she is working for someone who just cannot do the job they are in. Jeff and I have heard even stronger...