by Richard Perry and Jeff Schreifels | Nov 30, 2016 | Activity Measurements, Credit Policies, Evaluation Criteria, Performance Evaluation | Accountability, Communication, Goal-setting, Management, Uncategorized
Fourth in the series Six Reasons Your MGO Will Leave Your Organization A colleague recently told me about a MGO who been hired to do some amazing major gift work at a large food bank in a big city. The problem was that this MGO’s manager kept changing the MGO’s job...
by Richard Perry and Jeff Schreifels | Nov 28, 2016 | Finances, Upgrading | Donor Retention, Goal-setting, Management, Uncategorized
Third in the series Six Reasons Your MGO Will Leave Your Organization When speaking of fundraising goals, we’ve heard it all: “Look, just add 15% to what you got last year, and we’re good to go!” “It doesn’t matter that you got that one-time gift of $100,000; we need...
by Richard Perry and Jeff Schreifels | Sep 19, 2016 | Focus, Goals, Road-map | Goal-setting, Major Gift Officers, Marketing Plans, Strategic Plans, Uncategorized
Almost every morning I drag myself out of bed and drive to my local YMCA to do lap swimming. I like this Y because it’s in a working class neighborhood, and when the doors open at 6am I’m the youngest one standing in line waiting to get in. Not a lot of hard bodies...
by Richard Perry and Jeff Schreifels | Sep 16, 2016 | Management, Meetings, Reporting | Discipline, Goal-setting, Strategic Plans, Uncategorized
If anyone had said to me 10 years ago that I would write a blog post about discipline being beautiful, I would have laughed uncontrollably. But here I am. As Richard can attest, I’m not the most disciplined person. However, over time, I have come to fully appreciate...
by Richard Perry and Jeff Schreifels | Sep 14, 2016 | 4th Quarter, End of Year, Goals, Planning, Strategy | Fundraising, Goal-setting, Management, Strategic Plans, Uncategorized
Eons ago, I was a development director for a non-profit in Philadelphia. Once a month, I asked the CEO to meet with me to go over the plan I created. He was a pretty funny guy. Even though he knew I was “all over it” with my plan during the rest of the year, every...
by Richard Perry and Jeff Schreifels | Sep 9, 2016 | Cash Flow, Giving, Goals, major gifts | Caseloads, Donor Attrition, Donor Retention, Goal-setting, Uncategorized
#5 in the series How a Caseload Grows Over Time Budget time in any organization, commercial or non-profit, is when revenue forecasts are always made. Someone will invariably say, “We need growth of X% this coming year.” And that becomes the mark that everyone needs to...