by Richard Perry and Jeff Schreifels | Jan 6, 2023 | Caseload Management, Major Gift Planning, Planning, Self-care, Thanking | Fundraising, Major Gift Officers, MGOs, Planning, Self-care
When you get back to the office or start up your computer again after a holiday, it always takes a while to get re-oriented. To help you refocus on your goals, here are a few tips for where to allocate your time in the first weeks of January. We hope you had a...
by Richard Perry and Jeff Schreifels | Nov 21, 2022 | Major Gift Officer, Major Gift Programs, MGOs | Major Gift Officers, Major Gifts, MGOs
It’s common for major gift officers to be overcommitted. Partly because the role attracts the kind of people who are always volunteering for more – always saying “yes” when people ask them for help. Those MGOs are some of the hardest-working folks I know. But when...
by Richard Perry and Jeff Schreifels | Oct 5, 2022 | Donor Relations, Personal Development, Relationships, Trust | Donor-Centered, MGO Characteristics, MGOs, Personal Development
I was talking with a business colleague and asked him if he knew Ralph [not his real name]. “You know,” I said. “That guy who used to work at [name of organization].” “Oh, you mean Ralph [last name]? Yeah, I know him. Stay away from him, Richard. He is bad news. Did...
by Jeff Schreifels | Mar 25, 2024 | Annual Appeal, appeals, Communication Preferences, Direct Mail, Donor Communication, Giving, Mail | Communication, Direct Response, Fundraising, Major Donors, Major Gift Officers, MGOs
A question that Richard and I often get from development directors and MGOs is whether or not caseload donors should get regular direct response appeals (mail and email) just like the rest of the donor file. Our answer is always: Absolutely. Don’t stop sending...
by Richard Perry and Jeff Schreifels | Mar 17, 2021 | Fulfillment, happiness, honesty | Jobs, MGOs, Self-care
Today, I want to encourage you to conduct a “gut check” to see if you know why you’re doing what you’re doing. I’ve been reminded recently about how inspiring and refreshing it is to sit with someone who loves their life’s work. At the same time, it can be painful to...
by Richard Perry and Jeff Schreifels | Jan 8, 2021 | Characteristics, Likeability, MGO Qualities | MGO Characteristics, MGOs
There’s no doubt that a Mid, Major or Planned Gift Officer needs to be likeable. I mean, if your personality just grates on a donor, it’s not going to go well. That’s why I was intrigued by this article in Southern Living on 10 Habits of Extremely Likeable People....