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Are You Caught in the Chaos?

Are You Caught in the Chaos?

by Richard Perry and Jeff Schreifels | May 21, 2018 | Chaos, Focus, Fundraising | Leadership, Management, Structure

We love hearing the stories of major gift officers that, despite all the chaos around them, continually meet or exceed their revenue goals. How do they do it?

Are You Meeting Every Week?

Are You Meeting Every Week?

by Richard Perry and Jeff Schreifels | Apr 20, 2018 | Focus, Managing | Accountability, Leadership, Management

If you want success as a major gift fundraiser, you have to be focused and accountable to the work you are doing. Weekly meetings with management will help you to do that.

What Happened in the First Quarter of 2018?

What Happened in the First Quarter of 2018?

by Richard Perry and Jeff Schreifels | Apr 2, 2018 | Focus, Quarterly reports | Evaluation, Management, Planning

It’s always good at the beginning of April to assess caseload performance against what you expected over the first quarter of the new year.

Time to Check Your Focus

Time to Check Your Focus

by Richard Perry and Jeff Schreifels | Mar 16, 2018 | Focus | Evaluation, Management, Planning

It’s good to stop and check how you are doing with your focus and objectives. Because the more time that passes, the more you will have moved away from doing the right things.

Three Burning Questions from Fundraisers like You

Three Burning Questions from Fundraisers like You

by Richard Perry and Jeff Schreifels | Mar 2, 2018 | Caseloads, Focus | Asking, CEOs, Executive Directors, Management

Over time, we’ve found that questions from fundraisers often fall in certain categories. And under those categories, the same basic questions get asked. I’m going to answer three of them that come at us quite a bit.

The Ultimate Form of Freedom

The Ultimate Form of Freedom

by Richard Perry and Jeff Schreifels | Nov 17, 2017 | execution, Focus, Strategic planning | Accountability, Planning, Structure

Freedom comes from doing the upfront work of planning moves and goals for each donor, then executing them day-to-day. It works – trust us.

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