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Goal Setting: How to Do It!

Goal Setting: How to Do It!

by Richard Perry and Jeff Schreifels | Oct 23, 2019 | Goals, Research | Goal-setting, Management, Planning

Major gift officers don’t have to fear goals. Goals are there to help you focus and to keep you accountable.

Mid-Year Check Up #1: Look to See Who’s Been Left Behind

Mid-Year Check Up #1: Look to See Who’s Been Left Behind

by Richard Perry and Jeff Schreifels | Jul 19, 2019 | Attrition, Goals, Retention | Caseloads, Evaluation, Stewardship

Now is a good time to check in and see what’s going on with your donors and determine whether anyone has been left behind.

13 Ways to Manage Your Major Gift Officer to Success

13 Ways to Manage Your Major Gift Officer to Success

by Richard Perry and Jeff Schreifels | Aug 1, 2018 | Goals, Strategic Plans, structure | Leadership, Management, Non-Profits

What does good management of a major gift program look like? Here’s a checklist to see how your management stacks up.

Leaders and Managers Never Remember

Leaders and Managers Never Remember

by Richard Perry and Jeff Schreifels | May 28, 2018 | Communication, Goals, Meetings | Accountability, Leadership, Management

Managers and leaders forget what you’ve agreed to. They have too much stuff swirling around in their heads to keep track of it all. It’s your job to remind them.

The Unrealistic Expectations of Management

The Unrealistic Expectations of Management

by Richard Perry and Jeff Schreifels | Dec 4, 2017 | Budget, Forecast, Goals | Economics, Goal-setting, Management

Too often, management inserts itself into the major gift forecast process with expectations that cannot (in full) be delivered on.

Create Plans and Goals for Every Major Donor

Create Plans and Goals for Every Major Donor

by Richard Perry and Jeff Schreifels | Jul 14, 2017 | Goals, MIC, plans | Moves Management, Strategic Plans

Major Gift Officers who want to be successful must create a strategy for every donor in their caseload. It’s a lot of hard, up-front work, but it pays of for months to come!

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