by Richard Perry and Jeff Schreifels | Aug 10, 2018 | Management, Refreshing your caseload | Budgets, Caseloads, Pipeline Development
I stopped giving to the organization in 1997. Yet I am still on their mailing list, receiving very expensive direct mail appeals, reminding me that I was once a great donor and my support meant so much – and could I give again? 1997. That was so many years ago. And...
by Richard Perry and Jeff Schreifels | Apr 23, 2018 | Inspiration, Long-range Planning, revenue growth | Caseloads, Focus, Planning, Strategic Plans
“Where do you want to be in five years?” Have you ever been asked that question? Do you have an answer – or are you like most people who are just trying to get through the day? I don’t know; I feel like many of us don’t value long-term thinking. I read lots of...
by Richard Perry and Jeff Schreifels | Apr 13, 2018 | Part-time Caseloads | Caseloads, Jobs, Management
You don’t have the budget to hire a full-time MGO, or you don’t have enough current donors to have a full-time MGO. But you want to either start a major gift program or you have donors that need to be on a partial caseload. What do you do and how do you calculate a...
by Richard Perry and Jeff Schreifels | Jan 31, 2018 | Growth, Major donor portfolios, revenue per donor | Caseloads, Fundraising, Return on Investment
I’ve reviewed a lot of major gift portfolios lately, and I’ve seen too many whose growth is stagnant. My analysis has shown many instances of revenue over a four-year period with losses of up to 10-15%, or gains only in the 1-7% range. That’s less than 2% growth a...
by Richard Perry and Jeff Schreifels | Nov 25, 2022 | Communication, Letters, PS, Strategy | Caseloads, Communication, Qualifying
One of the strategies in caseload development that we highly recommend is qualifying the donor before a MGO adds her to his caseload. Why? Because most donors who meet your major gift criteria will not want to relate to you. That is why you need to find the donors who...
by Richard Perry and Jeff Schreifels | Jan 10, 2018 | Letters, Strategy | Caseloads, Communication, Qualifying
One of the strategies in caseload development that we highly recommend is qualifying the donor before a MGO adds her to his caseload. Why? Because most donors who meet your major gift criteria will not want to relate to you. That is why you need to find the donors who...