by Richard Perry and Jeff Schreifels | Dec 29, 2021 | Attrition, Caseload Management, Donor File | Donor Attrition, Value Attrition
Everyone is talking about donor attrition: “We had this many donors, and now we have this many. We lost 40%.” That is an important figure to know. But that does not tell the whole story. In fact, in Jeff’s and my mind it doesn’t tell the most important story, which...
by Richard Perry and Jeff Schreifels | Dec 30, 2022 | Caseload Management, MGOs, Portfolio Management, Qualifying Donors, Relationships | Caseloads, Communication, Qualifying
Is every donor in your portfolio qualified? More often than not, the answer we get from frontline fundraisers is “of course” when we start working with them. Knowing that we’re going to get this answer, we conduct a “gut-check” exercise by asking these questions: When...
by Richard Perry and Jeff Schreifels | Mar 9, 2020 | Caseload Management, downgrading | Caseloads, Cultivation, Focus
It’s a very difficult decision. A good caseload donor has been contributing regularly and then stops. And you’re faced with the reality that, if you’re going to deliver economic value to your organization, you must take that donor off your caseload and find another...
by Richard Perry and Jeff Schreifels | Apr 24, 2019 | Caseload Management, Strategy | Management, Moves Management
Why is it we look for the shiny object, the new, the magical, the innovative, the never-before-tried – why do we look for solutions in these places when the solution is right in front of us? This has always been amazing to me and Jeff. And we often talk about it. In...
by Richard Perry and Jeff Schreifels | Dec 26, 2022 | Caseload Management, Communication, Qualification, Qualifying Donors | Qualifying, Relationships, Stewardship
If there is anything that you could do right now to make your life easier as a major gift officer, it would be to make sure all your donors are qualified. This means that the donors in your portfolio not only made a qualifying major gift, but that they also want to...