by Richard Perry and Jeff Schreifels | Nov 12, 2021 | Donor Pipeline, Moves Management, Qualifying Donors | Caseloads, Major Gifts, Qualifying
Over all the years that our team has been working with major gift officers, I don’t recall one of them saying to us how much they just looooved qualifying donors into their portfolio. However, after a portfolio is qualified, we’ve also never heard a major gift officer...
by Jeff Schreifels | Dec 25, 2023 | Planning, Strategy, Time Management | Caseloads, Overworked, The Veritus Way
First off, no. You can’t do it all. You shouldn’t have that kind of ongoing pressure on you as you navigate the demands of being a frontline fundraiser. However, we believe that with proper planning, expectations, and tenacity, you can succeed at managing more than...
by Richard Perry and Jeff Schreifels | Nov 10, 2021 | Planning, Strategy, Time Management | Caseloads, Overworked, The Veritus Way
First off, no, you can’t do it all. You shouldn’t have that kind of ongoing pressure on you as you navigate being a front-line fundraiser. However, we believe that with proper planning, expectations, and tenacity, you can succeed at managing more than one thing at a...
by Richard Perry and Jeff Schreifels | Apr 30, 2021 | Cooperation | Caseloads, Major Gifts, Planned giving
Second in a Series of 3: Culture of Collaboration If there’s one area that suffers from lack of collaboration, it’s the relationship of major gifts to planned giving. That’s why, in my next two posts, I’m going to write about what major gifts needs from planned giving...
by Richard Perry and Jeff Schreifels | Apr 9, 2021 | Strategy | Caseloads, Qualifying, Touch Points
As we work with thousands of front-line fundraisers, our team at Veritus gets to see how The Veritus Way of mid, major and planned gifts works itself out in real life. It’s one thing to say, “having a structure to your major gift program will help you develop...
by Jeff Schreifels | Oct 2, 2024 | Accountability, Portfolio Management, Tiering Donors | Caseloads, Focus, Tiering
Many years ago, I was working with an MGO to help create her donor portfolio. We were going through a process called the “gut check” to separate which donors were actually qualified from those that weren’t. We came upon one donor whom the MGO described in great...