by Richard Perry and Jeff Schreifels | Nov 18, 2016 | Evaluation, Focus, Portfolios, Reporting Back, Tiering | Caseloads, Discipline, Strategic Plans, Uncategorized
#4 in the series How to Manage Your Portfolio Effectively If you’ve been reading along with this current series on tiering your donors, you know that we’ve now gone over what to do with A and B Tier donors. These two tiers, while comprising less than half, maybe just...
by Richard Perry and Jeff Schreifels | May 11, 2016 | Big Picture thinking, Evaluation, Growth, Long-term planning, Revenue goals | Development Directors, Donor Retention, Goal-setting, Major Gifts, Uncategorized
As a major gift officer, your most pressing concerns at all times are: Maintaining strong and healthy relationships with your donors, Making monthly revenue goals, Cultivating your donors for a successful solicitation, and Serving your caseload donors outrageously. If...
by Richard Perry and Jeff Schreifels | Oct 15, 2015 | Credit, Evaluation, Measuring, Performance Evaluation, Performance Measurement, Rewarding Success | Accountability, Development Directors, Goal-setting, Hiring, Major Gift Officers, Management, Moves Management, Uncategorized, White Paper
A free White Paper from Veritus Group In major gift programs, we at Veritus believe that good management is at the heart of good performance. When major gift officers have plans and goals that are worked out in advance with managers, and when communication is strong,...
by Richard Perry and Jeff Schreifels | Sep 30, 2015 | Evaluation, Performance, ROI, Timing | Goal-setting, Hiring, Major Gift Officers, Management, Uncategorized
A certain non-profit’s fundraising programs are not doing too well. Finance is going nuts wondering how the bills will be paid. So the Executive Director has a brilliant solution: launch a major gift program, and sit back and watch the money pour in. Jeff and I have...
by Richard Perry and Jeff Schreifels | Jan 30, 2015 | Evaluation, Forecasting, Greatness, Performance Evaluation | Goal-setting, Leadership, Major Gift Officers, Management, Metrics, Moves Management, Uncategorized
This post is specifically directed to managers of MGOs, and to MGOs who don’t really have a manager. Yeah, I know, you might have someone to report to, but if you’re honest they are not really managing how you do your work. Unfortunately, there seem to be quite a few...