by Richard Perry and Jeff Schreifels | Feb 9, 2022 | Caseload Planning, New Year, Refreshing your caseload | Caseloads, Major Gifts, Marketing Plans
Don’t let one more minute of this new year go by before you cross off the following five things in your major gifts caseload management: Review your caseload and make donor additions and deletions. Look at each donor on your caseload and review how they did in 2021....
by Richard Perry and Jeff Schreifels | Jan 6, 2020 | job satisfaction, New Year, Passion, Resolutions | Jobs, Self-care
Second of Six New Year’s Resolutions that will Change Your Life Do what you love. When you love your work, you become the best worker in the world. – Uri Geller I lied to you. In my last post I said that serving your donors should be your #1 resolution. That was a big...
by Richard Perry and Jeff Schreifels | Jan 3, 2020 | New Year, Resolutions | Customer Service, Donor-Centered
First of Six New Year’s Resolutions that will Change Your Life As we begin 2020, I thought now would be a good time to suggest some New Year’s resolutions that can take you from being a good major gift officer and development professional to being a GREAT one. These...
by Richard Perry and Jeff Schreifels | Dec 7, 2015 | Caseload Mix, Caseload Planning, New Year, ROI | Donor Retention, Major Gifts, Metrics, Planned giving, Qualifying, Uncategorized
As a major gift officer, you are delivering two values. First, you are delivering value to the donor by helping her fulfill her interests and passions through her giving to your organization. Second, you are delivering economic value to the organization so that it can...
by Richard Perry and Jeff Schreifels | Dec 4, 2015 | Donors, Finance, New Year, Planning, Program | Discipline, Goal-setting, Major Gift Officers, Passions and Interests, Uncategorized
2016 is just days away. It is not too early to start planning how you’ll be successful in the coming calendar year. Managing your important donor relationships is critical during this last month of this calendar year. Don’t spend so much time planning that it takes...