by Richard Perry and Jeff Schreifels | Sep 4, 2020 | 4th Quarter, Goals, Plan for every donor | Major Gifts, Planning, Strategic Plans
There’s a lot of anxiety in the non-profit sector about 4th quarter fundraising revenue. Richard and I are seeing article after article from leaders who are worried about the unknown of how donors are going to give (or not) in what is traditionally the time when most...
by Richard Perry and Jeff Schreifels | Nov 27, 2019 | Distractions, Goals, Vision | Accountability, Focus
I’m frustrated. I’m personally off track on some tasks I need to do. I also have colleagues who are off track on their work, and stuff is getting “pushed” further down the path. Maybe you experience this as well. There are times during the year when I feel like I’m...
by Richard Perry and Jeff Schreifels | Nov 1, 2019 | Donor goals, Goals, Long-term plan | Planning, Proposals, Transformational Gift
Do you want to know how successful major gift officers help their donors give transformational gifts? By “transformational,” I mean a gift that, for both the donor and the organization, takes the donor’s giving to a completely new level and fundamentally changes the...
by Richard Perry and Jeff Schreifels | Oct 23, 2019 | Goals, Research | Goal-setting, Management, Planning
If you’ve been a reader of this blog for a bit, you know that we’re constantly telling you – as part of The Veritus Way of major gifts – that you need to set individual revenue goals for every one of the donors in your portfolio. We don’t set goals because we want to...
by Richard Perry and Jeff Schreifels | Jul 19, 2019 | Attrition, Goals, Retention | Caseloads, Evaluation, Stewardship
Part 1 of a 5-part series: The Mid-Year Major Gift Check Up List We’re approaching the middle of the calendar year, and now is a good time to check in on how you’re doing with the donors on your caseload. Why the middle of the calendar year? Because you’re a mere six...