by Richard Perry and Jeff Schreifels | May 17, 2023 | Caseload, Caseload Management, Tiering, Tiering Donors | Caseloads, Strategic Plans, Structure, Tiering
In this Question of the Month video, Jeff Schreifels and Richard Perry explain how to tier your donor caseload to maximize your efforts.
by Richard Perry and Jeff Schreifels | May 5, 2023 | Budget, Budgeting, Budgets, Communications, Fundraising, Marketing, Non-Profit Leadership, Organization Structure, organizational structure | Budget, Budgets, Finance, Strategic Plans, Structure
If your non-profit isn’t structured around donor acquisition, there’s likely to be some tension between the mar-com and fundraising functions.
by Richard Perry and Jeff Schreifels | Apr 14, 2023 | Caseload Management, Donor Capacity, Major Gift Portfolios, Strategic Plan, Wealth Data, Wealth Indicators | Caseloads, Fundraising, Giving, High Givers, Strategic Plans, Structure
Here are the problems you’ll encounter if you rely on donor capacity and wealth ratings as your primary method of building a portfolio.
by Richard Perry and Jeff Schreifels | Mar 20, 2023 | Major Gift Officers, Manage by Objectives, Management, Non-Profit Leadership, Scheduling | Hiring and Retaining Staff, Leadership, Major Gift Officers, Management, Non-Profits, Overworked, Performance, Structure
A two-part series for frontline fundraisers and their managers.
by Richard Perry and Jeff Schreifels | Sep 26, 2022 | Donor Pipeline, Nonprofit management, Organization Structure | Management, Pipeline Development, StructureMost non-profits don’t realize there’s a connection between their organization’s structure and their donor pipeline. But if your organization isn’t set up to support the donor journey, the effects are tangible. You’ll see clogs at all levels of the pipeline and...
by Richard Perry and Jeff Schreifels | Sep 5, 2022 | Donor Pipeline, Major Gift Pipeline, Nonprofit management | Major Gifts, Pipeline Development, Structure
How is your organization doing at feeding the major gifts pipeline? Are your investments balanced across different fundraising areas?