by Richard Perry and Jeff Schreifels | Jan 22, 2020 | Communication, Empathy, leadership | Accountability, Management, Structure
If you’re someone who manages a team of development professionals, this post is for you. Recently I received a message from a Director of Development sincerely asking as a new manager how they can best support their mid-level, major gift, and planned giving officers....
by Richard Perry and Jeff Schreifels | Sep 23, 2019 | Communication, Conversation | Curiousity, Donor-Centered, Passions and Interests
One of the most important abilities of a MGO is being curious – to ask those questions (and keep asking them) that get to the deeper set of answers that will reveal the key drivers of the caseload donor. Author Dave Coffaro brilliantly writes in SmartBrief about the...
by Richard Perry and Jeff Schreifels | Sep 2, 2019 | Communication, Reporting | Impact, Leadership, Reporting Back
Second in a Four-Part Series: How to Create Value for Your Donors I cannot overstate this. Reporting on the impact of your donor’s gift will make or break your success as a major gift officer, the success of your organization’s major gift program, and whether or not...
by Jeff Schreifels | Aug 2, 2023 | Communication, Donor meetings, Meaningful Connections | Major Gift Officers, Meaningful Connections, Metrics
To be blunt, the metrics used to evaluate many major gift programs these days don’t make much sense to Richard and me. Especially the metrics around how many face-to-face meetings or phone calls you need to make every month with the donors in your portfolio. We find...
by Richard Perry and Jeff Schreifels | May 17, 2019 | Communication, Donor meetings, Meaningful Connections | Metrics, Moves Management
To be blunt, the metrics used to evaluate many major gift programs these days don’t make much sense to Richard and me, especially the metrics around how many face-to-face meetings or phone calls you need to make every month with the donors in your portfolio. We find...