by Richard Perry and Jeff Schreifels | Jul 19, 2019 | Attrition, Goals, Retention | Caseloads, Evaluation, Stewardship
Part 1 of a 5-part series: The Mid-Year Major Gift Check Up List We’re approaching the middle of the calendar year, and now is a good time to check in on how you’re doing with the donors on your caseload. Why the middle of the calendar year? Because you’re a mere six...
by Richard Perry and Jeff Schreifels | Apr 8, 2019 | Outcomes, Reporting, Retention | Donor Attrition, Donor Retention, Reporting Back
The donor had given $25,000 for a project that the MGO had presented to him – a project with intended outcomes he was very excited about. But there was a problem. The MGO couldn’t get proof of performance information from the program people. And, as much as he tried,...
by Richard Perry and Jeff Schreifels | Apr 5, 2019 | Management, Retention | Cultivation, Donor Attrition, Donor-Centered
It’s done all the time in business. And wise people will always ask “why” if something has gone wrong in a relationship. That’s why I was intrigued with Isa Catto’s article in the Chronicle of Philanthropy from last August, putting forth the idea that when a donor...
by Jeff Schreifels | Jul 24, 2023 | Donors, Mid-level, Retention | Donor-Centered, Mid-level donors, Pipeline Development
Part Two of a Three-Part Series: 3 Reasons a Mid-Level Program is Critical If you ask any CEO or Executive Director if their organization is donor-centered, they will always say “yes.” But in reality, many are not. It’s not that they’re intentionally lying about it,...
by Richard Perry and Jeff Schreifels | Mar 22, 2019 | Donors, Retention | Donor-Centered, Mid-level donors, Programs
Part Two of a Three-Part Series: 3 Reasons a Mid-Level Program is Critical If you ask any CEO or Executive Director if their organization is donor-centered, they will always say “yes.” But in reality, many are not. It’s not that they’re intentionally lying about it,...