by Richard Perry and Jeff Schreifels | Jan 17, 2014 | Caseload Value, Director of Major Gifts, leadership, Managing | Development Directors, Major Gift Officers, Major Gifts, Philanthropy, Uncategorized
There’s quite a bit of noise out there in the major gift world on moves management – what next step to take, how to approach the donor, how to frame the ask, etc. And still, with all of that information, Jeff and I find hundreds of MGOs frustrated in their jobs. This...
by Richard Perry and Jeff Schreifels | Dec 26, 2013 | Accountability, Caseload Value, Management | Data, Development Directors, Marketing Plans, Uncategorized
Well, here we are, just days away from a new year. Richard and I hope this was a fantastic year for you. If it was, you have so much to build from, and if it was not so great, the good news is that you get to start over again and make next year a success! For the...
by Richard Perry and Jeff Schreifels | Dec 13, 2013 | Caseload Value, Donors, Fundraising, Results, Stewardship | Development Directors, Major Gift Officers, Major Gifts, Non-Profits, Philanthropy, Uncategorized
According to the Atlas of Giving in an article published December 8th in the Wall Street Journal, giving is up 12% over last year. There are two reasons for this. To begin with, the stock market is booming and, secondly, income taxes are higher. “People are starting...
by Richard Perry and Jeff Schreifels | Nov 18, 2013 | Accountability, Caseload Value, Fundraising, Fundraising ratios, Managing, ROI | Development Directors, Major Gift Officers, Major Gifts, Overhead, Uncategorized
There is quite a bit of chatter out in the marketplace about how to measure success in major gifts. Some managers feel the whole thing is about measuring activity, i.e., what is the MGO doing? The problem with measuring activity, while it is important, is that...
by Richard Perry and Jeff Schreifels | Oct 23, 2013 | Caseload Value, Fundraising, leadership, Managing, ROI | Development Directors, Major Gift Officers, Major Gifts, Uncategorized
The graphic above is a simple way for me to illustrate a point that escapes many non-profit leaders and their finance managers. In fact, I was in a meeting last month with the top finance people and management of a leading national charity and I just could not get...