by Richard Perry and Jeff Schreifels | Sep 9, 2019 | donor-centric, Fundraising | Communication, Metrics, Moves Management
Yes, that title was meant to be provocative, but it was also meant to get you thinking. How does your donor like to be communicated with? Not how do YOU or your organization like to communicate – but how does your donor want to be communicated with, that best suits...
by Richard Perry and Jeff Schreifels | Jul 31, 2019 | Meaningful Connections, Relationships | Management, Metrics, Moves Management
There are a lot of opinions about metrics in major gift fundraising. We believe there are too many out there that are easily abused. Obviously, if you’ve created a revenue goal for each of your major gift officers and have cash-flowed those goals by month, that will...
by Jeff Schreifels | Aug 2, 2023 | Communication, Donor meetings, Meaningful Connections | Major Gift Officers, Meaningful Connections, Metrics
To be blunt, the metrics used to evaluate many major gift programs these days don’t make much sense to Richard and me. Especially the metrics around how many face-to-face meetings or phone calls you need to make every month with the donors in your portfolio. We find...
by Richard Perry and Jeff Schreifels | May 17, 2019 | Communication, Donor meetings, Meaningful Connections | Metrics, Moves Management
To be blunt, the metrics used to evaluate many major gift programs these days don’t make much sense to Richard and me, especially the metrics around how many face-to-face meetings or phone calls you need to make every month with the donors in your portfolio. We find...
by Richard Perry and Jeff Schreifels | Mar 11, 2019 | activity, Measurement, Moves Management | Accountability, Metrics, Performance
Sixth in a Series: 6 Questions Your Major Gift Plan Must Answer “Did our gross revenue go up from year to year?” “Did the Major Gift Officer get new money?” “How many face-to-face encounters did the MGO have with donors?” “How many hours did the MGO work? And how many...
by Richard Perry and Jeff Schreifels | Nov 26, 2018 | Management, Meaningful Touches | Donor Visits, Metrics, Strategic Plans
I’m sure the title of my blog post shocked you, but it’s true. Not all of the donors in your portfolio will want to meet with you in person. But that doesn’t mean they don’t want to have a relationship with you. As Richard and I are always preaching, only about 1/3 of...