by Richard Perry and Jeff Schreifels | Jun 3, 2016 | Donor Care, Receipting, Reporting, Retention, Thanking | Donor Retention, Donor-Centered, Moves Management, Relationships, Stewardship
You’ve had the experience – you do something for someone and nothing comes back. Silence. Crickets. I had the experience just last week. I honestly did not set out to GET something for taking an action that should have generated an appreciative response. I just did it...
by Richard Perry and Jeff Schreifels | Nov 23, 2015 | data appends, databases, Reporting | Data, Management, Moves Management, Uncategorized
At Veritus Group we look at a lot of data. In fact, before we do anything with either mid-level or major donor programs, we have to review donor data. Donor data tells us a story about donors. It reveals strengths and weaknesses. It shows us where there is...
by Richard Perry and Jeff Schreifels | Sep 9, 2015 | Giving, Outcomes, Proof of Performance, Reporting | Donor-Centered, Impact, Stewardship, Uncategorized
You’ve experienced it. Everyone has. In a meeting, on a call or via email, the person talking (or calling or writing) is blathering on about all the features and benefits of their favorite service or product. But you have a niggle in your mind. Something is not quite...
by Richard Perry and Jeff Schreifels | Aug 14, 2015 | Caseload Management, Monthly Reports, Performance Evaluation, Reporting | Discipline, Major Gift Officers, Major Gifts, Management, Metrics, Uncategorized
One of the most frustrating things for managers and MGOs alike is when there is a misfire on performance reporting. The MGO is asked to report on one set of factors, finance is expecting information on another set, and the two ships pass in the night. This is a lethal...
by Richard Perry and Jeff Schreifels | Aug 10, 2015 | Major Gift Credit, Performance Evaluation, Reporting | Donor Retention, Major Gift Officers, Major Gifts, Management, Uncategorized
In most every situation our team goes into, there is always someone who is justifiably concerned, sometimes obsessed with who gets the credit in the major gift program. Most often it is a person in finance who is worn down by development people who, according to them,...