by Richard Perry and Jeff Schreifels | Aug 17, 2016 | leadership, Touchpoints | Development Directors, Discipline, Donor-Centered, Goal-setting, Strategic Plans, Uncategorized
Recently, I received an e-mail from a CEO who “just had to” write to Richard and me to share a story of how the Marketing Impact Chart (“MIC”) made a profound impact on how her organization works with major donors. The CEO told us the story of how her Director of...
by Richard Perry and Jeff Schreifels | Aug 15, 2016 | Budgets, Forecasts, MGO Credit, Pledge Collection, Pledges | Development Directors, Goal-setting, Management, Uncategorized
I was recently talking to an executive in charge of major gifts for a large non-profit in the Northeast. He was engaged in a rather difficult conversation with one of his major gift officers who was not performing well. The MGO was in the 10th month of the fiscal...
by Richard Perry and Jeff Schreifels | Aug 1, 2016 | Focus, Teamwork | Accountability, Discipline, Goal-setting, Management, Uncategorized
Lately I’ve been with a number of people who are struggling with accountability in their life and work. Here are good people who say they want someone to hold them accountable to either their work or to an action they need to take to better themselves in some way… but...
by Richard Perry and Jeff Schreifels | May 23, 2016 | Mega Donors, Perseverance, Research | Goal-setting, Major Gifts, Relationships, Stewardship, Strategic Plans, Uncategorized
It’s gnawing at you. You know that there are a few donors on your caseload that, given the right relationship and an amazing offer, would have the ability to give a six- or seven-figure gift to your organization. However, you may be ignoring them a bit because you are...
by Richard Perry and Jeff Schreifels | May 11, 2016 | Big Picture thinking, Evaluation, Growth, Long-term planning, Revenue goals | Development Directors, Donor Retention, Goal-setting, Major Gifts, Uncategorized
As a major gift officer, your most pressing concerns at all times are: Maintaining strong and healthy relationships with your donors, Making monthly revenue goals, Cultivating your donors for a successful solicitation, and Serving your caseload donors outrageously. If...
by Richard Perry and Jeff Schreifels | Mar 23, 2016 | Aspiration, Budgeting, Performance Measurement | Accountability, Development Directors, Donor-Centered, Goal-setting, Management, Uncategorized
I have been working with a number of MGOs and development professionals who are just starting to go through the budgeting process for next fiscal year, starting in July. Perhaps you are, too. There is a tension that happens in the budgeting process within development...