by Richard Perry and Jeff Schreifels | Jul 16, 2014 | Caseload, Goals, Managing, Stewardship, Time Management | Discipline, Goal-setting, Major Gift Officers, Moves Management, Uncategorized
You are 65% through the year and you are behind in reaching your goals. What should you do? Your first inclination might be just to do more of what you have been doing. Or hope that one donor will come through really big and take you over the top. Or maybe, just...
by Richard Perry and Jeff Schreifels | Aug 14, 2013 | Accountability, Donors, Goals | Donor-Centered, Major Gifts, Uncategorized
A little over a year ago, our team at Veritus Group started working with a client to help build and manage their major gift program. Once we got going to help them qualify donors and figure out who should actually be on a caseload, we started the process of goal...
by Richard Perry and Jeff Schreifels | Jan 9, 2013 | Asking, Development Directors, Fundraising, Goals, Stewardship | Development Directors, Donor-Centered, Major Gift Officers, Major Gifts, Marketing Plans, Philanthropy, Uncategorized
Don’t let one more minute of this new calendar year go by before you take steps to do the following five things as relates your major gift work: Review your caseload and make donor additions and deletions. Look at each donor on your caseload and review how he or she...
by Richard Perry and Jeff Schreifels | Aug 10, 2012 | Donors, Goals, Non-Profits, Philanthropy | Major Gift Officers, Major Gifts, Marketing Plans, Uncategorized
Lately, I’ve been working with major gift officers either in creating new goals for the next fiscal year or strategizing to help them achieve their goals as they come toward the end of the current fiscal year. It’s been challenging. Not because it’s hard for them to...
by Richard Perry and Jeff Schreifels | Jun 13, 2012 | Fundraising, Goals, Non-Profits, Philanthropy | Development Directors, Major Gift Officers, Major Gifts, Uncategorized
“Set goals you can’t reach?” Yes, you read that right. But hold on, before I get into that, I just want to introduce this new series. Over the years Richard and I have worked with many MGO’s. We have worked with lots of good ones and, unfortunately, some pretty bad...