by Richard Perry and Jeff Schreifels | Jan 22, 2020 | Communication, Empathy, leadership | Accountability, Management, Structure
If you’re someone who manages a team of development professionals, this post is for you. Recently I received a message from a Director of Development sincerely asking as a new manager how they can best support their mid-level, major gift, and planned giving officers....
by Richard Perry and Jeff Schreifels | Jan 20, 2020 | goals and plans, PGOs, staff | Management, Planned giving, Structure
“What we’ll do is hire one person who is an attorney, and they can handle the planned gifts as well as the major gifts.” That’s one of the statements we hear frequently. We object to two things in that statement: Hiring one person to do both functions. You may have to...
by Richard Perry and Jeff Schreifels | Dec 30, 2019 | Corporations, Donors, Foundations | Philanthropy, Reporting Back, Structure
7 Keys to a Successful Major Gift Program – Key #6: Treat Corporations and Foundations Just Like Individuals “Corporations, businesses, and foundations are an entirely different animal.” The Development Director said this with solid conviction and no room for...
by Richard Perry and Jeff Schreifels | Oct 28, 2019 | discipline, Major Gift Fundraisers | Major Gifts, Management, Structure
Many major gift fundraisers resist structure. They like the “freedom” to go out and connect with donors, have breakfast, lunch, and dinner appointments, do events, get on planes, meet new people, and not feel constrained by a plan. But in our opinion, this is an...
by Richard Perry and Jeff Schreifels | Aug 16, 2019 | Cross-selling, Management, Members, Ticket Buyers | Relationships, Structure, Teamwork
You’re an arts organization, a theater, an opera, a public media outlet. And there’s a push to get ticket buyers, members, and subscribers. The seats and slots need to be filled. There are spaces to be filled and budget expectations to be met. Looking at it from the...
by Richard Perry and Jeff Schreifels | Jun 12, 2019 | Higher Education, Universities | Donor-Centered, Management, Structure
We realize that The Veritus Way of doing major gifts hasn’t been adopted by every non-profit. That “way” is honoring donors by creating relationships with them so you can know their passions and interests; then you create offers that will inspire them to give to all...