by Richard Perry and Jeff Schreifels | Jan 26, 2024 | Budget, Budgeting, Goal Setting, Individual Goals, Planning | Budget, Budgets, Finance, Goal-setting
When we work with fundraisers on goal-setting for individual donors, we recommend that they create both a budget goal that aligns to the organization’s official budget AND an aspirational goal to help them dream big about opportunities to partner with their donors for...
by Karen Kendrick | Jan 14, 2022 | Individual Goals, Individual plans, Obstacles | Caseloads, Planning, Strategic Plans
Many times, when you start creating strategic donor plans, you realize there are critical pieces of information missing that would help you know what goal to set and plan to make but you know that conversation won’t be able to happen immediately. Yikes. You know you...
by Richard Perry and Jeff Schreifels | Jan 21, 2016 | Individual Goals, Marketing Impact Chart, MIC, Strategy | Accountability, Discipline, Goal-setting, Major Gift Officers, Moves Management, Passions and Interests, Strategic Plans, Uncategorized, White Paper
A free White Paper from Veritus Group The look on her face said it all. “You want me to create a strategy for every single one of the donors on my caseload? Are you kidding me?” This is usually the reaction our team at Veritus Group gets when we tell MGOs that this...