Five Metrics for Measuring Success in Major Gifts
There is quite a bit of chatter out in the marketplace about how to measure success in major gifts. Some managers feel the whole thing is about measuring activity, i.e., what is the MGO doing? The problem with measuring activity, while it is important, is that...
Can’t Afford A Major Gift Program?
The graphic above is a simple way for me to illustrate a point that escapes many non-profit leaders and their finance managers. In fact, I was in a meeting last month with the top finance people and management of a leading national charity and I just could not get...
Caseload Building Principles
We are often asked about the principles that govern the creation and management of a caseload. In too many situations, Jeff and I find that there are no principles or rules for adding and deleting donors to and from a caseload at all. In fact, no one has even...
The Economics of Major Gift Fundraising Series #5 – How Caseload Value Grows Over Time
It is so interesting to me how people outside the major gift process think about how a caseload of donors performs and grows over time. There are some pretty big misconceptions out there. Here are some to consider: There will be no attrition either of value or...
The Economics of Major Gift Fundraising Series #4 – Credit – Who Gets It?
Let me say, right at the top, that the MGO gets all the credit for revenue from any donor on his or her caseload with the exception of planned gifts IF a PGO was involved. There are a lot of people who do not agree with what I just said. And it is one of those issues...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
