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...
by Richard Perry and Jeff Schreifels | Nov 22, 2019 | Performance, Performance Reporting | Management, Metrics
I was having lunch the other day with a major gift director, and I asked her how her major gift program was performing. She said, “I think it’s going great. Last week one of my MGOs solicited a gift for $100,000, and the donor said yes!” Huh? I said back to her, “Well...
by Richard Perry and Jeff Schreifels | Jun 27, 2018 | Evaluation, Measuring, Performance | Evaluation, Management, Metrics
If there is one thing Jeff and I just love, it’s knowing how major gifts programs work. This probably comes out of our background in direct marketing where we measured everything. There is a cost revenue metric attached to most every direct marketing activity, and we...
by Richard Perry and Jeff Schreifels | Feb 12, 2018 | Performance, Training | Jobs, MGO Characteristics
A major gift officer can have a long list of credentials (schools attended, diplomas, certifications, etc.) and be a total failure at actually doing major gifts. Conversely, a MGO can have no schooling, no credentials, no certifications – and be an outstanding,...
by Richard Perry and Jeff Schreifels | Dec 2, 2016 | Credit Policies, Donor Offers, Evaluation, Performance | Goal-setting, Major Gift Officers, Management, Uncategorized
Fifth in the series Six Reasons Your MGO Will Leave Your Organization I use the word “incompetent” in the title to show how an MGO really feels when he or she is working for someone who just cannot do the job they are in. Jeff and I have heard even stronger...