by Richard Perry and Jeff Schreifels | Oct 9, 2015 | Goals, Long Term, Relationships | Donor-Centered, Goal-setting, Major Gifts, Relationships, Uncategorized
Life is not a straight line. It is always 3 steps forward, then 1 step back – or 1 step forward and 3 steps back. Why are we so bothered by side trips, failure and things that don’t turn out as we expected? Perhaps that’s it. We expected this, and that is what...
by Richard Perry and Jeff Schreifels | Jun 10, 2015 | Assessments, Goals, major gifts | Goal-setting, Management, Strategic Plans, Uncategorized
Part 1 of a series: How to Make an Impact This Summer That Will Lead to a Successful Year-End Ahh… the lazy days of summertime. Sit back, clean up your office or cubicle, maybe go for that 4 days a week, 10 hour a day summer option… leave early on Thursdays…...
by Richard Perry and Jeff Schreifels | Mar 4, 2015 | Focus, Goals, Plan, Relationship Fundraising | Donor-Centered, Fundraising, Major Gifts, Relationships, Uncategorized
I found a very helpful graphic and writing from Craig Linton – www.fundraisingdetective.com – and I wanted to pass it on to you because Craig summarizes, in a very succinct way, the why for major gifts and the how to do major gifts (what you need to pay attention to)....
by Richard Perry and Jeff Schreifels | Jan 5, 2015 | expectations, Goals, managers | Goal-setting, Management, Metrics, Uncategorized
In this series of seven posts, you have learned the indispensable categories of work that we at Veritus believe are required for any major gift program to be successful. (You can read all of these together in our free White Paper.) In my last entry, I talked about how...
by Richard Perry and Jeff Schreifels | Jul 25, 2014 | Goals, major gifts, Philanthropy | Major Gift Officers, Major Gifts, Metrics, Uncategorized
Wherever Richard and I go out to talk about major gifts, we are always asked what metrics people should use to evaluate major gift officers. Or they will ask, what is the most important metric to use? Well, I’m not going to hold you in suspense. The two most important...