by Jeff Schreifels | Jun 16, 2023 | Major Gift Officers, Meaningful Connections, Transactional Giving, Transformational giving | Donor Visits, Donor-Centered, Metrics
Most donors don’t want to meet with you. In fact, we’ve helped manage thousands of major gift portfolios over the years, and from that experience, we believe only 15-20 donors in a portfolio of 150 qualified donors will actually want meet face-to-face with you....
by Richard Perry and Jeff Schreifels | May 22, 2020 | leadership, Management, Meaningful Connections | Donor Visits, Donor-Centered, Metrics
Most donors don’t want to meet with you. In fact, we’ve helped manage thousands of major gift portfolios over the years, and from that experience we believe only 15-20 donors in a portfolio of 150 qualified donors will actually want meet face to face with you. “What?”...
by Richard Perry and Jeff Schreifels | Apr 15, 2020 | Meaningful Connections, Plan for every donor | Events, Metrics
“When will we get back to normal again?” This is what I’m hearing from many people as we enter the fifth week of this intense crisis in the US. Richard and I have been talking daily over the last month, and we’re pondering: what are we learning from all this? what has...
by Richard Perry and Jeff Schreifels | Jan 1, 2020 | Fundraising, Passion, Planning | Accountability, Development Directors, Metrics
7 Keys to a Successful Major Gift Program – Key #7: What You Get Done Matters! I was shocked when the MGO closed the door and told me about how her manager related to her. “No one ever asked me for a goal for the year,” she said. “In fact, I didn’t even have a work...
by Richard Perry and Jeff Schreifels | Dec 20, 2019 | Fundraising, Management, Non-Profits, Results | Data, Marketing Plans, Metrics, Qualifying
7 Keys to a Successful Major Gift Program – Key #2: Make Sure You Have the Facts! In this seven-part series, we’re talking about what makes for the ideal major gift program. So far, we’ve established that it’s important to have the proper context for major gift...
by Richard Perry and Jeff Schreifels | Nov 22, 2019 | Performance, Performance Reporting | Management, Metrics
I was having lunch the other day with a major gift director, and I asked her how her major gift program was performing. She said, “I think it’s going great. Last week one of my MGOs solicited a gift for $100,000, and the donor said yes!” Huh? I said back to her, “Well...