by Richard Perry and Jeff Schreifels | Dec 30, 2022 | Caseload Management, MGOs, Portfolio Management, Qualifying Donors, Relationships | Caseloads, Communication, Qualifying
Is every donor in your portfolio qualified? More often than not, the answer we get from frontline fundraisers is “of course” when we start working with them. Knowing that we’re going to get this answer, we conduct a “gut-check” exercise by asking these questions: When...
by Richard Perry and Jeff Schreifels | Feb 17, 2021 | MGOs, Relationships | Caseloads, Communication, Qualifying
Is every donor in your portfolio qualified? More often than not, the answer we get from a front-line fundraiser is “of course” when we start working with them. Knowing that we’re going to get this answer, we conduct a “gut-check” exercise by asking these questions:...
by Richard Perry and Jeff Schreifels | Nov 30, 2020 | Attrition, Portfolio, Revenue, Value | Caseloads, Transformational Gift, Value Attrition
Every non-profit wants to grow their major gift revenue each year. Unfortunately, there are too many non-profit leaders and managers who think there need to be multiple strategies and a magic bullet to make that happen. Let me put you at ease. There are only three...
by Jeff Schreifels | Sep 25, 2024 | Analytics, Donor Research, Management, Qualification | Caseloads, Data, Major Gift Officers, Metrics, Strategy, Teamwork
There seems to be confusion from leaders and managers about who should be creating the strategy for how you, as a major gift officer, should be cultivating, stewarding, and soliciting your donors. Just this past week, several development directors tried to make the...
by Richard Perry and Jeff Schreifels | Mar 9, 2020 | Caseload Management, downgrading | Caseloads, Cultivation, Focus
It’s a very difficult decision. A good caseload donor has been contributing regularly and then stops. And you’re faced with the reality that, if you’re going to deliver economic value to your organization, you must take that donor off your caseload and find another...
by Richard Perry and Jeff Schreifels | Feb 10, 2020 | Drivers, Giving, Philanthropy | Caseloads, Passions and Interests, Strategic Plans
Third in a Series: How to Identify Donor Passions and Interests Identifying passions and interests is the easiest thing to do in major gift fundraising – and the hardest. It all depends on the donor. Some donors know the answer to your why question – “Why are you...