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Does the MGO Get Credit for Planned Gifts?

Does the MGO Get Credit for Planned Gifts?

by Richard Perry and Jeff Schreifels | Feb 5, 2021 | Evaluation, MGOs, Performance | Management, Metrics, Planned giving

Who gets credit for a planned gift, when two staff members are involved?

Evaluating and Rewarding Major Gift Officer Performance

Evaluating and Rewarding Major Gift Officer Performance

by Richard Perry and Jeff Schreifels | Jan 2, 2019 | Evaluation, Measuring, Performance Evaluation, Performance Measurement, Rewarding Success | Accountability, Evaluation, Management, White Paper

Major gift officers need to be evaluated and rewarded consistently. In this White Paper, Veritus offers guidelines for specific measurements and reporting standards, as well as ways to ensure fair compensation and adequate rewards for success.

Measuring MGO Performance

Measuring MGO Performance

by Richard Perry and Jeff Schreifels | Jun 27, 2018 | Evaluation, Measuring, Performance | Evaluation, Management, Metrics

Everything worth doing in major gifts fundraising should have a measure to evaluate it by. We love metrics, because they are the beginning of discovering how an MGO can improve – and be proven a success.

MGOs Stay When They Have Clear Boundaries and Structure

MGOs Stay When They Have Clear Boundaries and Structure

by Richard Perry and Jeff Schreifels | Dec 7, 2016 | Boundaries, Evaluation, Management, structure | Discipline, Major Gift Officers, Management, Uncategorized

Organizations that keep their major gift officers – all of them, and I mean ALL of them – have a clear set of boundaries and a structure that the MGOs are asked to work within.

MGOs Will Leave Incompetent Managers

MGOs Will Leave Incompetent Managers

by Richard Perry and Jeff Schreifels | Dec 2, 2016 | Credit Policies, Donor Offers, Evaluation, Performance | Goal-setting, Major Gift Officers, Management, Uncategorized

The very sad thing is that some managers should not be in their jobs.

What Do You Do with Your “C” Level Donors?

What Do You Do with Your “C” Level Donors?

by Richard Perry and Jeff Schreifels | Nov 18, 2016 | Evaluation, Focus, Portfolios, Reporting Back, Tiering | Caseloads, Discipline, Strategic Plans, Uncategorized

Major gift officers have to prioritize their caseloads. Here’s how they need to address their largest, lowest-giving group of major donors.

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