by Richard Perry and Jeff Schreifels | Jan 8, 2016 | Donor Retention, Goals, Planning | Donor-Centered, Major Gifts, Moves Management, Strategic Plans, Uncategorized
It is far easier to just “go for the money” and be done with it. But that is a short cut you do not want to take, because you will eventually lose the donor if you treat them that way. Your donor should be your partner.
by Richard Perry and Jeff Schreifels | Dec 28, 2015 | Goal Setting, Goals | Fundraising, Major Gift Officers, Non-Profits, Philanthropy, Uncategorized
In our work with major gift officers, we have uncovered six “secrets” to what makes them so unique. These “secrets” are unconventional and sometimes counter‐intuitive, yet they are key if YOU want to be extraordinary at this work.
by Richard Perry and Jeff Schreifels | Oct 9, 2015 | Goals, Long Term, Relationships | Donor-Centered, Goal-setting, Major Gifts, Relationships, Uncategorized
Your life as a major gift officer and your relationship with your donors is not a straight line. It will bend and weave.
by Richard Perry and Jeff Schreifels | Jun 10, 2015 | Assessments, Goals, major gifts | Goal-setting, Management, Strategic Plans, Uncategorized
You are now at the halfway point of the year, and you should have a pretty good idea if you are on track to meet or exceed your donor giving goals.
by Richard Perry and Jeff Schreifels | Mar 4, 2015 | Focus, Goals, Plan, Relationship Fundraising | Donor-Centered, Fundraising, Major Gifts, Relationships, Uncategorized
Make 2015 the year of relationship fundraising with your caseload donors. Remind yourself to work in all six of these areas listed here – it will help you and your donor – and you will reach the financial goals you have set for this year.
by Richard Perry and Jeff Schreifels | Jan 5, 2015 | expectations, Goals, managers | Goal-setting, Management, Metrics, Uncategorized
Management and accountability systems and processes should be a kind, honest, direct way of helping a person meet expectations – their own expectations, and the expectations of the group.