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There Are Only Three Ways to Grow Your Portfolio Revenue

There Are Only Three Ways to Grow Your Portfolio Revenue

by Richard Perry and Jeff Schreifels | Nov 30, 2020 | Attrition, Portfolio, Revenue, Value | Caseloads, Transformational Gift, Value Attrition

If you qualify, cultivate, steward and serve your donors well, these are the only three ways you’ll grow your portfolio revenue.

Need Cash Now? Start a Planned Giving Program

Need Cash Now? Start a Planned Giving Program

by Richard Perry and Jeff Schreifels | Sep 14, 2020 | Investment, PGOs, Revenue | Economics, Planned giving, Return on Investment

If you want to increase revenue, it’s clear that a planned giving program will boost donated revenue right now, not just later.

The Plague of One-Source Dependency

The Plague of One-Source Dependency

by Richard Perry and Jeff Schreifels | May 4, 2020 | dependency, Revenue | Budgets, Management, Structure

Use this exercise to identify where your non-profit is overly dependent on one source of income.

The Eggs In One Basket Problem

The Eggs In One Basket Problem

by Richard Perry and Jeff Schreifels | Apr 29, 2020 | Revenue, revenue diversification | Finance, Structure, systems

Think about your donor pipeline. Is it healthy? It is fully functional? If not, there’s work to do.

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Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.

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