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Question of the Month: 3 Things You Cannot Sacrifice as an MGO

Question of the Month: 3 Things You Cannot Sacrifice as an MGO

by Richard Perry and Jeff Schreifels | Nov 21, 2022 | Major Gift Officer, Major Gift Programs, MGOs | Major Gift Officers, Major Gifts, MGOs

In this Question of the Month video, Karen and Jeff outline the 3 essential tasks that major gift officers absolutely must do.

You Don’t Have to be in the Office

You Don’t Have to be in the Office

by Richard Perry and Jeff Schreifels | Apr 23, 2021 | MGOs, productivity, remote work | Jobs, Management, Non-Profits

The concept of remote work for fundraisers can be very unsettling, especially since the “in the office” paradigm has been in existence for so long.

The Gut-Check Method: 10 Questions to Ask Yourself

The Gut-Check Method: 10 Questions to Ask Yourself

by Richard Perry and Jeff Schreifels | Dec 30, 2022 | Caseload Management, MGOs, Portfolio Management, Qualifying Donors, Relationships | Caseloads, Communication, Qualifying

If you can’t answer these questions about your caseload donors, then they’re not yet qualified for your portfolio.

Do a Gut-Check with Your Portfolio

Do a Gut-Check with Your Portfolio

by Richard Perry and Jeff Schreifels | Feb 17, 2021 | MGOs, Relationships | Caseloads, Communication, Qualifying

Most MGOs have an abundance of unqualified donors in their portfolios. What does your gut tell you about yours?

Does the MGO Get Credit for Planned Gifts?

Does the MGO Get Credit for Planned Gifts?

by Richard Perry and Jeff Schreifels | Feb 5, 2021 | Evaluation, MGOs, Performance | Management, Metrics, Planned giving

Who gets credit for a planned gift, when two staff members are involved?

Name & Contact Info Is All That Is Needed

Name & Contact Info Is All That Is Needed

by Richard Perry and Jeff Schreifels | Aug 26, 2020 | current donors, Fundraising, MGOs | Cultivation, Focus, Prospecting

An address book full of rich people won’t help you to find new major donors. Focus instead on the well-off people who already give to your non-profit.

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