by Richard Perry and Jeff Schreifels | Nov 21, 2022 | Major Gift Officer, Major Gift Programs, MGOs | Major Gift Officers, Major Gifts, MGOs
It’s common for major gift officers to be overcommitted. Partly because the role attracts the kind of people who are always volunteering for more – always saying “yes” when people ask them for help. Those MGOs are some of the hardest-working folks I know. But when...
by Richard Perry and Jeff Schreifels | Apr 23, 2021 | MGOs, productivity, remote work | Jobs, Management, Non-Profits
“What do you mean, let them work from home indefinitely??” the manager practically yelled. This was in response to my suggestion that a MGO or PGO doesn’t have to come into the office. In fact, they don’t need a permanent office at all, just a multi-use workplace for...
by Richard Perry and Jeff Schreifels | Dec 30, 2022 | Caseload Management, MGOs, Portfolio Management, Qualifying Donors, Relationships | Caseloads, Communication, Qualifying
Is every donor in your portfolio qualified? More often than not, the answer we get from frontline fundraisers is “of course” when we start working with them. Knowing that we’re going to get this answer, we conduct a “gut-check” exercise by asking these questions: When...
by Richard Perry and Jeff Schreifels | Feb 17, 2021 | MGOs, Relationships | Caseloads, Communication, Qualifying
Is every donor in your portfolio qualified? More often than not, the answer we get from a front-line fundraiser is “of course” when we start working with them. Knowing that we’re going to get this answer, we conduct a “gut-check” exercise by asking these questions:...
by Richard Perry and Jeff Schreifels | Feb 5, 2021 | Evaluation, MGOs, Performance | Management, Metrics, Planned giving
You have a Planned Giving Officer (PGO) in the organization and a MGO. The MGO has a donor on his qualified caseload who is currently giving to the organization. The donor has now written a planned gift with the organization. Does the MGO get credit for the planned...