by Richard Perry and Jeff Schreifels | Nov 30, 2020 | Attrition, Portfolio, Revenue, Value | Caseloads, Transformational Gift, Value Attrition
Every non-profit wants to grow their major gift revenue each year. Unfortunately, there are too many non-profit leaders and managers who think there need to be multiple strategies and a magic bullet to make that happen. Let me put you at ease. There are only three...
by Richard Perry and Jeff Schreifels | Jul 19, 2019 | Attrition, Goals, Retention | Caseloads, Evaluation, Stewardship
Part 1 of a 5-part series: The Mid-Year Major Gift Check Up List We’re approaching the middle of the calendar year, and now is a good time to check in on how you’re doing with the donors on your caseload. Why the middle of the calendar year? Because you’re a mere six...
by Richard Perry and Jeff Schreifels | Apr 17, 2019 | Attrition, Data, secret sauce, Trust | Donor Retention, Passions and Interests
A good portion of my time during the week is spent reviewing major donor gift data that our analyst at Veritus is crunching for us to present to prospective clients. One part of our analysis is to review individual gift officer portfolio performance. Over the years...
by Richard Perry and Jeff Schreifels | Nov 2, 2018 | Attrition, Moves Management, Strategy | Retention, Structure
Second in a Series: Unhealthy Major Gift Practices Earlier this year I wrote about the major gift pipeline – the concept that everything that happens in fundraising in an organization should be organized in a way that shepherds and cares for a donor, from the time...
by Richard Perry and Jeff Schreifels | Sep 11, 2017 | Attrition, Retention | Economics, Management
“We need more money. That’s why we’re starting a major gift program.” This is how many leaders think the economy of a major gifts program works. They decide to do it and – BAM! – the money starts to flow in immediately. Because they think that way, it sets up an...