by Richard Perry and Jeff Schreifels | Oct 29, 2014 | Donor Retention, Major Gift Pipeline, Qualifying Donors | Major Gifts, Mid-level donors, Stewardship, Uncategorized
You have likely been in the situation where a current or new donor reaches the $500+ cumulative level of giving, and either the MGO drops everything to handle her, or the donor is handed off to someone who should not be dealing with donors – or the donor just sits in...
by Richard Perry and Jeff Schreifels | Apr 14, 2014 | Donors, gratitude, Money, Qualifying Donors, Stewardship | Donor-Centered, Moves Management, Philanthropy, Uncategorized
Paul and Rebecca (not their real names) started giving to a social service organization in the early 90’s. They were a conservative couple from an average neighborhood. But they wanted to do good in their community, so their first gift was $50 to a direct mail...
by Richard Perry and Jeff Schreifels | Mar 17, 2014 | Accountability, Caseload Value, Managing, Qualifying Donors, Stewardship | Development Directors, Major Gift Officers, Major Gifts, Philanthropy, Uncategorized
If I gave you $1,000,000, but told you I needed to control the investment, and then after one full year the investment became $520,000, and by the end of the second year it became $330,000, you would think I was either the worst financial advisor or just plain crazy....
by Richard Perry and Jeff Schreifels | Mar 12, 2014 | Accountability, Donors, Managing, Qualifying Donors, Stewardship | Development Directors, Major Gift Officers, Major Gifts, Uncategorized
Things are not going well for you as an MGO. You feel as though you are not managing your donors properly or, in many ways, you could be managing them better. You are behind in revenue and it’s time to take a look at HOW you are doing things. Well, if this describes,...
by Richard Perry and Jeff Schreifels | Feb 7, 2014 | Caseload Value, Director of Major Gifts, Managing, Qualifying Donors, ROI | Development Directors, Major Gift Officers, Major Gifts, Uncategorized
OK, I know that the chart below will make your head spin, but here is what I want you to do. Take a look at it and note that there are only 150 qualified donors. 30 of those donors are “top value – A list” donors, and the remaining donors are split between...
by Richard Perry and Jeff Schreifels | Feb 5, 2014 | Caseload Value, Managing, Qualifying Donors, Stewardship | Development Directors, Major Gift Officers, Major Gifts, Uncategorized
“Review and clean up my caseload?” the Major Gift Officer asked. “Why do I need to do that?” And I explained, again, why every MGO needs to have a caseload of donors who, a) want to have a relationship with the organization and the MGO and, b) are active in supporting...