by Jeff Schreifels | May 8, 2024 | Budget, Goal Setting, Goal-setting, Major Gift Goals, Major Gift Programs, Revenue | Budget, Budgets, Finance, Fundraising, Goal-setting
One of my favorite strategies that we’ve implemented into our major gifts coaching is the idea of an aspirational goal. But before I get to that, let me back up and talk a bit more about how we think about and approach goal setting overall. In our major gifts system,...
by Richard Perry and Jeff Schreifels | Jan 26, 2024 | Budget, Budgeting, Goal Setting, Individual Goals, Planning | Budget, Budgets, Finance, Goal-setting
When we work with fundraisers on goal-setting for individual donors, we recommend that they create both a budget goal that aligns to the organization’s official budget AND an aspirational goal to help them dream big about opportunities to partner with their donors for...
by Veritus Group | Jul 17, 2023 | Goal Setting, Mid-level, Mid-Level Program, Mid-Level Programs, Revenue goals | Goal-setting, Mid-Level, Mid-level donors, Strategic Plans
In mid-level, with a caseload of 500-700, it’s not realistic to set goals for individual donors as we do in major gifts. Instead, mid-level donors are organized into three tiers, and fundraisers work their plan by sending strategic touch points for each of those...
by Veritus Group | Jun 28, 2023 | Goal Setting, Major Gift Fundraising, Major Gift Goals, Major Gift Planning, Major Gift Programs | Goal-setting, Major Gifts, Planning, Strategic Plans
Many organizations have a transactional mindset when setting goals for major gifts. But when leadership pulls a number out of a hat (think: “Raise X% more than last year”), it doesn’t honor the donor or acknowledge their passions. Instead of a blanket goal that...
by Richard Perry and Jeff Schreifels | Mar 30, 2022 | Goal Setting, Mid-Level Program, Revenue goals | Goal-setting, Mid-level donors, Strategic Plans
While more and more organizations are waking up to realize they need to develop a mid-level program, the whole concept of mid-level donors and creating specific strategies and a program for them is still in its infancy. Let’s just start from the beginning on why you...