by Jeff Schreifels | Dec 27, 2023 | Finances, Fundraising ratios, Investment, Net Revenue, Non-profit Management, Overhead, Return on Investment | Finance, Management, Overhead, Pipeline Development, Return on Investment
There are far too many non-profit leaders who are obsessed with having a high return on investment (ROI) – so they don’t take any risks, don’t support their staff, fail to properly invest in their major gift pipeline and ultimately don’t grow as an organization....
by Richard Perry and Jeff Schreifels | Sep 14, 2020 | Investment, PGOs, Revenue | Economics, Planned giving, Return on Investment
Most non-profit leaders are reluctant to start a planned giving program because they don’t see the immediate value. The thinking is, “Why should I create a program that won’t benefit the organization for another 10-15 years? I mean, I’m not even going to be here that...
by Richard Perry and Jeff Schreifels | Sep 6, 2019 | Investment, Value | Leadership, Passions and Interests
Fourth in a Four-Part Series: How to Create Value for Your Donors One of the things that makes me incredibly sad when I review an organization’s major donor data is when I see donor after donor giving the same amount year after year after year. Sad? “But Jeff, at...
by Richard Perry and Jeff Schreifels | Nov 12, 2018 | Finance, Investment | Major Gifts, Return on Investment
Sixth in a Series: Unhealthy Major Gift Practices Imagine this. You are an investment advisor, and a client comes to you with $10,000 to invest. You offer her several options. Here is what you say: “Ann, you have several choices, and they all have the same risk: “With...
by Richard Perry and Jeff Schreifels | Aug 29, 2018 | donor acquisition, Investment, Planning, Vision | Leadership, Pipeline Development, Strategic Plans
Seventeen years ago, I was working at one of the top direct-marketing fundraising agencies in the country. We had just landed a brand-new client, and I was in charge of leading the team to work on their account. If I told you who this non-profit was, you would...