by Richard Perry and Jeff Schreifels | Aug 28, 2013 | Accountability, Caseload Value, Development Directors, Director of Major Gifts, Fundraising ratios | Development Directors, Major Gift Officers, Major Gifts, Uncategorized
The subject of prospecting in major gifts always causes a bit of controversy anytime Jeff and I talk about it. I suppose the reason so many pro-prospecting people get mad at us for taking a no-prospect stand is that they truly believe the illusion that “there is just...
by Richard Perry and Jeff Schreifels | Aug 26, 2013 | Accountability, Caseload Value, Development Directors, Director of Major Gifts, Stewardship | Development Directors, Major Gift Officers, Major Gifts, Uncategorized
“So, tell me, Richard. What good are those MGOs doing when all I see on the reports is that some of the money they received was motivated by direct mail, some of it was motivated by that event we had, some of it came in white mail and this other little portion came...
by Richard Perry and Jeff Schreifels | Jul 29, 2013 | Caseload Value, Fundraising ratios, Managing, Qualifying Donors, ROI | Major Gift Officers, Major Gifts, Non-Profits, Philanthropy, Uncategorized
We are often asked about the principles that govern the creation and management of a caseload. In too many situations, Jeff and I find that there are no principles or rules for adding and deleting donors to and from a caseload at all. In fact, no one has even...
by Richard Perry and Jeff Schreifels | May 10, 2013 | Caseload Value, Development Directors, Director of Major Gifts, Managing, Qualifying Donors | Development Directors, Major Gift Officers, Major Gifts, Uncategorized
You have 150 qualified donors on your caseload and you’ve been told not to exceed that amount. You are assigned a specific geography. This means that your job is to serve the donors in your area. But now, because of an effective direct marketing program, there are...
by Richard Perry and Jeff Schreifels | Apr 10, 2013 | Accountability, Caseload Value, Donors, Managing, Stewardship | Development Directors, Major Gift Officers, Major Gifts, Uncategorized
“All you care about is the numbers! Relationships really don’t matter to you!” or “All you care about is relationship. We DO need to secure our budgeted revenue, you know? The numbers do matter!” These two statements – these two positions – came into sharp...