by Richard Perry and Jeff Schreifels | Apr 22, 2019 | Accountability, managers, structure | Caseloads, Focus, Management
Today’s post is directed to Development Directors or Directors of Major Gifts, but honestly, if you’re a major gift officer or leader of your organization, you can benefit from this too. Here’s a problem that Richard, our team and I get asked almost every week: “I’m...
by Richard Perry and Jeff Schreifels | Mar 1, 2019 | Economics, Planning | Caseloads, Qualifying
Second in a Series: 6 Questions Your Major Gift Plan Must Answer Just because a group of donors has given you large gifts does not mean that you have the basis for starting a major gift program. In fact, I recently read a plan where the leader of development built the...
by Richard Perry and Jeff Schreifels | Feb 22, 2019 | Cultivation, Goal-setting, Management | Caseloads, Qualifying, Tiering
If you’ve been reading our blog for any length of time, you know that Richard and I continually preach that your portfolio should only have qualified donors in them. Again, qualified to us means, in addition to meeting an amount-given threshold, the donor has actually...
by Richard Perry and Jeff Schreifels | Feb 1, 2019 | Caseload Mix | Caseloads, Moves Management
Several months ago, Jeff and I were asked the following question: “What is the best way to communicate with someone who hasn’t given to the organization in over three years?” The answer: do NOT communicate at all. Instead, look for other donors in your file who ARE...
by Richard Perry and Jeff Schreifels | Jan 23, 2019 | Planning, Qualified donors | Caseloads, Cultivation, Stewardship
The books on 2018 should be closed. This is a great week for you to take time to evaluate the 2018 performance of your portfolio. Remember, your strategy is to continually increase the value of your caseload over time, so that you’re working with the most productive...
by Richard Perry and Jeff Schreifels | Nov 28, 2018 | charity, Conversations, Volunteers | Caseloads, Moves Management, Qualifying
Do this one thing this week. Find a loyal volunteer who you know has the capacity to give a substantial gift to your organization, and sit with them and ask them “why?” Why do they choose to spend time at your organization, rather than use that time some other way?...