by Richard Perry and Jeff Schreifels | Apr 21, 2021 | application, principles | Management, Metrics
Here’s the thing about people like Jeff and me. Not everything we say is true. Well, hang on – it IS true, but it might not be your experience. For instance, we say you need to have a caseload pool of 450 donors who meet your major gift criteria in order to qualify...
by Richard Perry and Jeff Schreifels | Feb 5, 2021 | Evaluation, MGOs, Performance | Management, Metrics, Planned giving
You have a Planned Giving Officer (PGO) in the organization and a MGO. The MGO has a donor on his qualified caseload who is currently giving to the organization. The donor has now written a planned gift with the organization. Does the MGO get credit for the planned...
by Jeff Schreifels | Jan 29, 2024 | Attrition, Donor Value Attrition, Metrics, The Veritus Way | Donor Attrition, Management, Metrics, The Veritus Way
The truth can hurt. When Richard and I talk with non-profit leaders and managers and ask them how their major gift program is doing, they tend to reply, “Not bad – we grew by 8% [or some other percentage] last year.” Then we ask, “So, how did the same donors who gave...
by Jeff Schreifels | Sep 25, 2024 | Analytics, Donor Research, Management, Qualification | Caseloads, Data, Major Gift Officers, Metrics, Strategy, Teamwork
There seems to be confusion from leaders and managers about who should be creating the strategy for how you, as a major gift officer, should be cultivating, stewarding, and soliciting your donors. Just this past week, several development directors tried to make the...
by Richard Perry and Jeff Schreifels | Jul 10, 2020 | Higher Education, Meetings | Higher Education, Leadership, Management, Metrics
Second in a 5-Part Series: Great Opportunities at Universities I was told from a top university research director that I might get into trouble for writing this post. That’s because universities’ major gift program culture is extremely centered on metrics, and...
by Richard Perry and Jeff Schreifels | Jul 8, 2020 | Mid-level, Universities | Higher Education, Major Gifts, Metrics, Qualifying
First in a 5-Part Series: Great Opportunities at Universities We don’t normally do this in our blog. We don’t typically create a series of posts that focuses on just one sector of the non-profit community, but we’re starting one today because Richard and I feel so...