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You Can’t Spend All Your Time with a Donor Just Because You Like Them

You Can’t Spend All Your Time with a Donor Just Because You Like Them

by Richard Perry and Jeff Schreifels | Mar 22, 2021 | Accountability, Portfolio Management | Caseloads, Focus, Tiering

Here’s how you tier your portfolio for major gifts.

Mid-Year Check Up #2: Which Donors Require More of Your Time?

Mid-Year Check Up #2: Which Donors Require More of Your Time?

by Richard Perry and Jeff Schreifels | Jul 22, 2019 | Donor-Centered, Priorities | Moves Management, Relationships, Tiering

Donors differ in potential and value. It’s worth your time to put them in tiers and spend your time accordingly.

Qualify or Cultivate? You Can Do Both!

Qualify or Cultivate? You Can Do Both!

by Richard Perry and Jeff Schreifels | Feb 22, 2019 | Cultivation, Goal-setting, Management | Caseloads, Qualifying, Tiering

You can cultivate your current donors and qualify new donors at the same time. You just need a plan!

Engage Your "C-list" Donors

Engage Your "C-list" Donors

by Richard Perry and Jeff Schreifels | Jan 8, 2018 | Caseloads, Moves Management, Portfolio Management | Donor Retention, Prioritizing, Tiering

Too often our lowest-giving “major” donors get very little attention from MGOs. And it’s true that your “A List” should get the most. What can you do?

How the Wrong Focus Drives Down Revenue

How the Wrong Focus Drives Down Revenue

by Richard Perry and Jeff Schreifels | Aug 4, 2017 | Management, Planning, Time Management | Planning, Qualifying, Tiering

Major Gift Officer turnover and low morale can be fixed by renewing your focus on these four key tasks for every officer. The right focus will lead to an increased revenue.

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