by Richard Perry and Jeff Schreifels | Jul 15, 2020 | Portfolios, Research | Data, Higher Education, Management, Qualifying
Fourth in a 5-Part Series: Great Opportunities at Universities About a year ago, I was conducting an intense one-day training for a large university on the west coast for all their MGOs and development staff. The first part of our training was centered on our...
by Richard Perry and Jeff Schreifels | Dec 16, 2016 | CEOs, Executives, Portfolios | Caseloads, Development Directors, Leadership, Major Gift Officers, Management, Uncategorized
Part 5 of a Six-Part Series: Six Reasons Your MGO Will Stay at Your Organization When I talk to MGOs or Development Directors who have a caseload of major donors, and I ask them why they have been in their positions for a long time at a particular organization, one of...
by Richard Perry and Jeff Schreifels | Nov 21, 2016 | Focus, Growth, Portfolios, Tiering | Caseloads, Discipline, Uncategorized
#5 in the series How to Manage Your Portfolio Effectively I think one of the toughest things for us at Veritus Group, when we work with non-profit managers or leaders, is their expectation that major gift income will just magically grow overnight. The idea that...
by Richard Perry and Jeff Schreifels | Nov 18, 2016 | Evaluation, Focus, Portfolios, Reporting Back, Tiering | Caseloads, Discipline, Strategic Plans, Uncategorized
#4 in the series How to Manage Your Portfolio Effectively If you’ve been reading along with this current series on tiering your donors, you know that we’ve now gone over what to do with A and B Tier donors. These two tiers, while comprising less than half, maybe just...