by Richard Perry and Jeff Schreifels | Aug 11, 2021 | Donor goals, goals and plans, Major Gift Goals | Budget, Goal-setting, Leadership
It is not unusual for Jeff and me, and members of our front-line team, to hear the following cry for help from mid, major, or planned giving representatives of a non-profit here in the United States or in Canada or Europe: “They just told me I have to raise 16% more...
by Richard Perry and Jeff Schreifels | Jan 20, 2020 | goals and plans, PGOs, staff | Management, Planned giving, Structure
“What we’ll do is hire one person who is an attorney, and they can handle the planned gifts as well as the major gifts.” That’s one of the statements we hear frequently. We object to two things in that statement: Hiring one person to do both functions. You may have to...