by Richard Perry and Jeff Schreifels | Jan 10, 2014 | Fundraising, Fundraising ratios, leadership, ROI | Development Directors, Non-Profits, Overhead, Philanthropy, Uncategorized
Invest More in Major Gifts! This will be the year when a solid group of enlightened non-profit organizations jump fully into the overhead discussion that is rapidly gaining traction among leaders in this sector. My question for you is this: Are you ready to handle...
by Richard Perry and Jeff Schreifels | Nov 18, 2013 | Accountability, Caseload Value, Fundraising, Fundraising ratios, Managing, ROI | Development Directors, Major Gift Officers, Major Gifts, Overhead, Uncategorized
There is quite a bit of chatter out in the marketplace about how to measure success in major gifts. Some managers feel the whole thing is about measuring activity, i.e., what is the MGO doing? The problem with measuring activity, while it is important, is that...
by Richard Perry and Jeff Schreifels | Aug 28, 2013 | Accountability, Caseload Value, Development Directors, Director of Major Gifts, Fundraising ratios | Development Directors, Major Gift Officers, Major Gifts, Uncategorized
The subject of prospecting in major gifts always causes a bit of controversy anytime Jeff and I talk about it. I suppose the reason so many pro-prospecting people get mad at us for taking a no-prospect stand is that they truly believe the illusion that “there is just...
by Richard Perry and Jeff Schreifels | Jul 29, 2013 | Caseload Value, Fundraising ratios, Managing, Qualifying Donors, ROI | Major Gift Officers, Major Gifts, Non-Profits, Philanthropy, Uncategorized
We are often asked about the principles that govern the creation and management of a caseload. In too many situations, Jeff and I find that there are no principles or rules for adding and deleting donors to and from a caseload at all. In fact, no one has even...
by Richard Perry and Jeff Schreifels | Mar 13, 2013 | Accountability, Caseload Value, Fundraising ratios, Giving Goals, Results, ROI | Data, Major Gift Officers, Major Gifts, Non-Profits, Philanthropy, Uncategorized
Let me say, right at the top, that the MGO gets all the credit for revenue from any donor on his or her caseload with the exception of planned gifts IF a PGO was involved. There are a lot of people who do not agree with what I just said. And it is one of those issues...
by Richard Perry and Jeff Schreifels | Mar 11, 2013 | Caseload Value, Fundraising ratios, Overhead, Results, ROI | Donor-Centered, Major Gift Officers, Major Gifts, Overhead, Uncategorized
There are smart destinations and there are stupid ones in major gifts. Jeff and I experienced one situation in which the Director of Development and all of her MGOs had only one objective for each donor on each caseload: to build relationships with donors and not ask...