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Everyone Needs a Coach

Everyone Needs a Coach

by Richard Perry and Jeff Schreifels | Jun 27, 2022 | Accountability, coaching, Personal Development, Professional Development | Accountability, Coaching, Mentoring, Personal Development, Professional Development

Do you have a coach who can encourage and guide you in your work as a fundraiser? Having this kind of input is invaluable for your career.

Accountability Is the Silver Bullet

Accountability Is the Silver Bullet

by Richard Perry and Jeff Schreifels | Mar 28, 2022 | Accountability, Management, Process | Accountability, Management, Structure

For fundraisers to succeed, they need structure and accountability from a manager who is checking in and cheering them on toward their goals.

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.

Counting Planned Gifts – A Convoluted Mess

Counting Planned Gifts – A Convoluted Mess

by Richard Perry and Jeff Schreifels | Nov 23, 2020 | Accountability, audit, Reporting | Focus, Planned giving, Return on Investment

At the end of your fiscal year, please take steps to do an evaluation of your planned giving program.

How to Create a Dynamic Strategy for Every Single Donor: A Step-by-Step Process

How to Create a Dynamic Strategy for Every Single Donor: A Step-by-Step Process

by Richard Perry and Jeff Schreifels | Aug 10, 2020 | Accountability, Stewardship, Strategy | Discipline, Moves Management, Strategic Plans

Here’s a step-by-step process on how to put together a strategic plan for each donor. Once MGOs find it’s possible, they use it to stay on task and become successful.

You Have a Full Caseload, How do You Manage Others?

You Have a Full Caseload, How do You Manage Others?

by Richard Perry and Jeff Schreifels | Apr 22, 2019 | Accountability, managers, structure | Caseloads, Focus, Management

Development managers can’t be effective if they’re also working a full caseload of donors.

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