by Richard Perry and Jeff Schreifels | Jun 22, 2016 | Boomers, Caseload Planning, Donor Segmentation, Millennials, Older Donors | Donor-Centered, Fundraising, Metrics, Philanthropy, Qualifying, Uncategorized
It happens to Jeff and me at least once a month. We are in a meeting talking about major gifts, donors and building caseloads, and someone in the room will ask: “What do you suggest we do about those young people? Shouldn’t we be talking to them and having them on...
by Richard Perry and Jeff Schreifels | Dec 7, 2015 | Caseload Mix, Caseload Planning, New Year, ROI | Donor Retention, Major Gifts, Metrics, Planned giving, Qualifying, Uncategorized
As a major gift officer, you are delivering two values. First, you are delivering value to the donor by helping her fulfill her interests and passions through her giving to your organization. Second, you are delivering economic value to the organization so that it can...
by Richard Perry and Jeff Schreifels | Aug 14, 2015 | Caseload Management, Monthly Reports, Performance Evaluation, Reporting | Discipline, Major Gift Officers, Major Gifts, Management, Metrics, Uncategorized
One of the most frustrating things for managers and MGOs alike is when there is a misfire on performance reporting. The MGO is asked to report on one set of factors, finance is expecting information on another set, and the two ships pass in the night. This is a lethal...
by Richard Perry and Jeff Schreifels | Aug 12, 2015 | Compensation, Incentive Pay, Performance Evaluation, Salaries | Goal-setting, Major Gift Officers, Major Gifts, Management, Metrics, Uncategorized
There is quite a bit of discussion in the marketplace about what should be paid for a fully functional MGO. Jeff and I have seen annual salaries for MGOs in the teens – yes, below $20,000 – and as high as $180,000. Then there’s the question of paying for performance,...
by Richard Perry and Jeff Schreifels | Aug 7, 2015 | Performance Evaluation, Reporting, Results | Major Gifts, Management, Metrics, Uncategorized
It was an interesting conversation. I was taking the position that “meaningful connections” and amount raised are what matters in measuring MGO performance, and the manager was arguing that it was the number of face-to-face visits and amount raised. We were going back...
by Richard Perry and Jeff Schreifels | Aug 5, 2015 | Compensation, Performance Evaluation, Reporting, Results | Goal-setting, Major Gift Officers, Management, Metrics, Uncategorized
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...