by Richard Perry | Apr 24, 2024 | Budget, Budgeting, Budgets, Donor Journey, Donor Pipeline, Economics of Major Gifts, Finance, Return on Investment | Budget, Budgets, Economics, Finance, Fundraising, Pipeline Development
This blog post is the fifth in a series of six titled, “The House Your Donor Lives In.” The thing about fundraising budgets is that they are often allocated to various fundraising activities based on internal politics and/or history of spending. By...
by Robert Shafis | Jun 17, 2022 | Finance, Nonprofit management, Planned Giving | Economics, Finance, Non-Profits, Planned giving
Charitable Gift Annuities (CGAs) are one of the most popular planned gift alternatives, and many charities actively manage pools of a few dozen to hundreds. But a big change is coming soon concerning the recommended rates that non-profits should offer. The American...
by Richard Perry and Jeff Schreifels | Jun 7, 2019 | Finance, Program | Culture of Philanthropy, Non-Profits, Teamwork
Your work as a major gift fundraiser is probably one of the toughest jobs at a non-profit. Not only do you need to create and build relationships with 150 donors (and then record every move you make in your database), you also have to create and build relationships...
by Richard Perry and Jeff Schreifels | May 1, 2019 | Finance, Planning, ROI | Economics, Management, Return on Investment
MGO return on investment (ROI) is a big topic these days, with leaders and managers asking what level of return they should expect from their MGO, and why some MGOs consistently have a low ROI. These are reasonable questions. A MGO does have to deliver net revenue to...
by Richard Perry and Jeff Schreifels | Nov 12, 2018 | Finance, Investment | Major Gifts, Return on Investment
Sixth in a Series: Unhealthy Major Gift Practices Imagine this. You are an investment advisor, and a client comes to you with $10,000 to invest. You offer her several options. Here is what you say: “Ann, you have several choices, and they all have the same risk: “With...