by Richard Perry and Jeff Schreifels | Sep 14, 2016 | 4th Quarter, End of Year, Goals, Planning, Strategy | Fundraising, Goal-setting, Management, Strategic Plans, Uncategorized
Eons ago, I was a development director for a non-profit in Philadelphia. Once a month, I asked the CEO to meet with me to go over the plan I created. He was a pretty funny guy. Even though he knew I was “all over it” with my plan during the rest of the year, every...
by Richard Perry and Jeff Schreifels | Sep 9, 2016 | Cash Flow, Giving, Goals, major gifts | Caseloads, Donor Attrition, Donor Retention, Goal-setting, Uncategorized
#5 in the series How a Caseload Grows Over Time Budget time in any organization, commercial or non-profit, is when revenue forecasts are always made. Someone will invariably say, “We need growth of X% this coming year.” And that becomes the mark that everyone needs to...
by Richard Perry and Jeff Schreifels | Feb 24, 2016 | Freedom, Goals, structure | Discipline, Major Gift Officers, Management, Uncategorized
Many times when Veritus Group begins to work with a major gifts officer, the MGO gets a little cranky. He or she will get cranky having a sense that we are going to bring a new level of structure and accountability to their work than they have ever experienced before....
by Richard Perry and Jeff Schreifels | Jan 8, 2016 | Donor Retention, Goals, Planning | Donor-Centered, Major Gifts, Moves Management, Strategic Plans, Uncategorized
I went to the mailbox the other day. What a letdown. It could have been a check for one hundred dollars. It could have been a letter from my sister or my daughter An invitation to a party A note from a friend An announcement of someone’s newest arrival Or even my...
by Richard Perry and Jeff Schreifels | Dec 28, 2015 | Goal Setting, Goals | Fundraising, Major Gift Officers, Non-Profits, Philanthropy, Uncategorized
Over the years, we at Veritus have worked with many major gift officers. We have had experience with lots of good ones and, unfortunately, some pretty bad ones. But we also, throughout our careers, have had the privilege of working with a handful of EXTRAORDINARY...