by Jeff Schreifels | Mar 27, 2024 | Data, Donor Pipeline, Major Gift Pipeline, Measurement, Metrics, Moves Management, Upgrading Donors | Data, Direct Response, Donor Retention, Metrics, Moves Management, Pipeline Development, Upgrading
I was recently at a fundraising conference and there was a session on benchmarking. The discussion evolved around measuring the effectiveness of each stream of revenue, how to do that right, whether or not that was even relevant, etc. There was no discussion on how to...
by Jeff Schreifels | Sep 20, 2023 | Cultivation, Moves Management, Stewardship, Strategic Plan | Cultivation, Moves Management, Stewardship, Strategic Plans
I know that at one point, the term “Moves Management” was helpful. It was a way to understand the stages around a relationship with a major donor (identification, cultivation, solicitation, stewardship). I mean, I get it – before the introduction of moves management,...
by Richard Perry and Jeff Schreifels | Oct 14, 2022 | Donor Pipeline, Major Gift Pipeline, Mid-Level Program | Major Gifts, Mid-level donors, Moves Management, Pipeline Development
In my last blog post, I talked about the fact that today there is no excuse not to have a mid-level program. The results over the last several years have justified hiring a mid-level officer, putting together a caseload of 500-700 donors, and creating a 12-month...
by Richard Perry and Jeff Schreifels | Oct 12, 2022 | Donor Pipeline, Mid-level, Mid-Level Programs, strateg | Mid-level donors, Moves Management, Pipeline Development, Strategic Plans
When did mid-level programs become an essential part of fundraising strategy? I remember it well. I was sitting in a conference room 10 years ago and a client of ours who we were working with on their major gift program asked a great question: “You know, the major...
by Jeff Schreifels | Jul 8, 2024 | Donor Attrition, Donor Pipeline, Mid-Level Programs | Donor Attrition, Mid-level donors, Moves Management, Pipeline Development
We write about creating a healthy donor pipeline (pictured below) all the time. Why? Because we are advocates for donors and frontline fundraisers. I know that answer might sound odd, but let me explain. When you have a healthy donor pipeline, you’re allowing donors...
by Richard Perry and Jeff Schreifels | Apr 1, 2022 | Caseload Management, Qualification, Qualifying Donors | Caseloads, Moves Management, Qualifying
How frequently do you move donors off your caseload? Once a year? Never? Only if they ask to be removed? Most fundraisers (and leaders) are not in the habit of regularly moving donors off of major gift caseloads, which results in caseloads that are bloated with donors...