by Richard Perry and Jeff Schreifels | Jul 4, 2018 | Marketing Impact Chart, MIC, Personalization | Goal-setting, Metrics, Planning
One of the most common failures in the major gift field is the lack of planning for each donor on the MGO’s caseload. You know how it is. You have a vague idea about what you are going to do with this donor or that one. But you don’t write it down. You don’t...
by Richard Perry and Jeff Schreifels | Jun 27, 2018 | Evaluation, Measuring, Performance | Evaluation, Management, Metrics
If there is one thing Jeff and I just love, it’s knowing how major gifts programs work. This probably comes out of our background in direct marketing where we measured everything. There is a cost revenue metric attached to most every direct marketing activity, and we...
by Richard Perry and Jeff Schreifels | Dec 18, 2017 | Reflection, Thanking | Evaluation, Metrics, Planning
Back in November I wrote about what you should be doing in December to finish strong. I really hope it’s going well. Today, I want to suggest what you can do in January that will set the stage for an incredible 2018. Your theme for January should be about evaluation....
by Richard Perry and Jeff Schreifels | Oct 30, 2017 | Relationships, Strategy, Wealth Indicators | Management, Metrics, Moves Management
We have been saying it all along, and now others are saying it: things are not right in the development function of many non-profits. In a recent article in Education Dive, Autumn Arnett writes: “…a recent survey of university gift officers, conducted by Ruffalo Noel...
by Richard Perry and Jeff Schreifels | Jul 3, 2017 | Qualified donors | Metrics, Moves Management, Qualifying
“The donor won’t even return my call, and I am so frustrated!” said the MGO. When we checked to see why, it was not surprising to find that a majority of the donors on this MGO’s caseload did not want to connect. Why? Because the donors on this caseload (like...
by Richard Perry and Jeff Schreifels | Apr 21, 2017 | Long-range Planning, Major Donors, Management | Metrics, Relationships, Touch Points
I was checking out Facebook the other day and I saw an article that popped out at me. Perhaps you saw it: “The One Secret to Leading a Fulfilling Life.” Obviously, that caught my attention. Melanie Curtin based this piece on a Harvard University study that for 75...