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Use the Power of University Research and Data Departments Wisely

Use the Power of University Research and Data Departments Wisely

by Richard Perry and Jeff Schreifels | Jul 15, 2020 | Portfolios, Research | Data, Higher Education, Management, Qualifying

Research and data are important to fundraising, but universities shouldn’t put them in charge of determining a final caseload.

MGOs Stay When Leadership Allows a MGO to Manage UP

MGOs Stay When Leadership Allows a MGO to Manage UP

by Richard Perry and Jeff Schreifels | Dec 16, 2016 | CEOs, Executives, Portfolios | Caseloads, Development Directors, Leadership, Major Gift Officers, Management, Uncategorized

A good CEO or Executive Director allows her development director or MGO to manage her portfolio and to essentially tell the CEO what she needs to do to cultivate and steward those donors.

Strengthening Your Portfolio Over Time

Strengthening Your Portfolio Over Time

by Richard Perry and Jeff Schreifels | Nov 21, 2016 | Focus, Growth, Portfolios, Tiering | Caseloads, Discipline, Uncategorized

To build a major donor caseload over time, you have to go back to the basics. Here’s our summary.

What Do You Do with Your “C” Level Donors?

What Do You Do with Your “C” Level Donors?

by Richard Perry and Jeff Schreifels | Nov 18, 2016 | Evaluation, Focus, Portfolios, Reporting Back, Tiering | Caseloads, Discipline, Strategic Plans, Uncategorized

Major gift officers have to prioritize their caseloads. Here’s how they need to address their largest, lowest-giving group of major donors.

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