by Richard Perry and Jeff Schreifels | Sep 9, 2015 | Giving, Outcomes, Proof of Performance, Reporting | Donor-Centered, Impact, Stewardship, Uncategorized
Many of your major donors will want to have “proof of performance.” And you will need to give them that information if you intend to keep them in a positive and rewarding relationship with you.
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
Management needs to, above all else, (a) settle what is being measured, (b) have the MGO’s agreement on it, and (c) be sure finance and others, anyone else who has a stake in the program, understand it and are aligned with it.
by Richard Perry and Jeff Schreifels | Aug 10, 2015 | Major Gift Credit, Performance Evaluation, Reporting | Donor Retention, Major Gift Officers, Major Gifts, Management, Uncategorized
Who gets credit for a non-profit’s major gifts? The major gift officer should get all the credit if he/she is actively engaging with the donor prior to the gift. Period. The MGO should also get credit for reducing attrition in previously unmanaged donors.
by Richard Perry and Jeff Schreifels | Aug 7, 2015 | Performance Evaluation, Reporting, Results | Major Gifts, Management, Metrics, Uncategorized
Most importantly, is the MGO making meaningful connections with each and every donor? Is she moving the donors toward deeper connection with the organization and its mission?
by Richard Perry and Jeff Schreifels | Aug 5, 2015 | Compensation, Performance Evaluation, Reporting, Results | Goal-setting, Major Gift Officers, Management, Metrics, Uncategorized
The subject of MGO performance and the related subjects of performance metrics, credit issues and compensation are hot topics these days. This is why I am writing this series of six posts on the subject.
by Richard Perry and Jeff Schreifels | Jul 6, 2015 | Asks, Program Specifics, Reporting | Data, Donor Retention, Major Gifts, Management, Uncategorized
Too often, an MGO has to go to the donor with a bucket of air and try to convey the vision for how her giving will make a difference. This does not work anymore. Specifics matter to donors.