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Do You Need Goals for Mid-Level?

Do You Need Goals for Mid-Level?

by Richard Perry and Jeff Schreifels | Mar 30, 2022 | Goal Setting, Mid-Level Program, Revenue goals | Goal-setting, Mid-level donors, Strategic Plans

When setting goals and tracking performance for mid-level giving programs, fundraisers should pay attention to these essential KPIs.

Where Are You Going?

Where Are You Going?

by Richard Perry and Jeff Schreifels | May 11, 2016 | Big Picture thinking, Evaluation, Growth, Long-term planning, Revenue goals | Development Directors, Donor Retention, Goal-setting, Major Gifts, Uncategorized

Major gift fundraising is a long game. Relationships take time. To be successful over the long term you need to think long-term. You need to know where you are going. Do you know?

How is Your First Quarter of 2015?

How is Your First Quarter of 2015?

by Richard Perry and Jeff Schreifels | Mar 23, 2015 | Communication, Revenue goals | Goal-setting, Management, Strategic Plans, Uncategorized

Now is the perfect time for major gifts officers to evaluate, set course corrections and communicate to leadership what is happening with caseload goals, before you wake up and it’s July and you are scrambling.

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