by Richard Perry and Jeff Schreifels | Feb 5, 2021 | Evaluation, MGOs, Performance | Management, Metrics, Planned giving
You have a Planned Giving Officer (PGO) in the organization and a MGO. The MGO has a donor on his qualified caseload who is currently giving to the organization. The donor has now written a planned gift with the organization. Does the MGO get credit for the planned...
by Richard Perry and Jeff Schreifels | Jan 2, 2019 | Evaluation, Measuring, Performance Evaluation, Performance Measurement, Rewarding Success | Accountability, Evaluation, Management, White Paper
We just finished 2018, and you’re keeping an eye on whether or not you and your staff have made their fundraising revenue goals. It can be a nail-biting time – or you can finally feel good that your plans have paid off. In either case, you’re going to be...
by Richard Perry and Jeff Schreifels | Jun 27, 2018 | Evaluation, Measuring, Performance | Evaluation, Management, Metrics
If there is one thing Jeff and I just love, it’s knowing how major gifts programs work. This probably comes out of our background in direct marketing where we measured everything. There is a cost revenue metric attached to most every direct marketing activity, and we...
by Richard Perry and Jeff Schreifels | Dec 7, 2016 | Boundaries, Evaluation, Management, structure | Discipline, Major Gift Officers, Management, Uncategorized
Part One of a Six-Part Series: Six Reasons Your MGO Will Stay at Your Organization We all want to keep good people working with us. But in our industry, it seems as if keeping MGOs in the same job for more than a couple of years is impossible. This is really a problem...
by Richard Perry and Jeff Schreifels | Dec 2, 2016 | Credit Policies, Donor Offers, Evaluation, Performance | Goal-setting, Major Gift Officers, Management, Uncategorized
Fifth in the series Six Reasons Your MGO Will Leave Your Organization I use the word “incompetent” in the title to show how an MGO really feels when he or she is working for someone who just cannot do the job they are in. Jeff and I have heard even stronger...