by Richard Perry and Jeff Schreifels | Dec 8, 2017 | Investment, prospecting, revenue growth | Caseloads, Cultivation, Mid-level donors
Every non-profit leader wants to grow their major gift program. I talk each day to Executive Directors, Development Directors and VPs of Major Gifts who desperately want to grow revenue and increase the number of their major donors. Unfortunately, many good leaders...
by Richard Perry and Jeff Schreifels | Oct 20, 2017 | leadership, Research, Wealth Analysis | Caseloads, Data, Management, Qualifying
Okay, so I purposely wrote the title of this post to be provocative. But I did so because Richard and I are dismayed at how many non-profit managers and leaders are misusing wealth scores on their donors. They think they can use these to bypass the hard work it takes...
by Richard Perry and Jeff Schreifels | Oct 13, 2017 | Portfolio, The Mission, too many donors | Caseloads, MGOs, Qualifying
Many years ago a movie was released starring Jeremy Irons and Robert De Niro, called “The Mission.” There is a scene in that movie that was so powerful it has stayed with me all these years. Jeremy Irons plays a priest in the 18th Century who is a missionary in the...
by Richard Perry and Jeff Schreifels | Sep 29, 2017 | Caseload Management, Tiering | Caseloads, Donor-Centered, Economics
A major gift caseload is not just a bunch of donors who meet a certain giving or capacity criteria. It is true that current giving and capacity play into the selection of a caseload pool, from which you should qualify out those donors who actually want to connect. It...
by Richard Perry and Jeff Schreifels | Aug 23, 2017 | Persistence, Strategy, Turnover | Caseloads, Jobs, Motivation
At Veritus Group, we get to review many major gift officer resumes for clients who are trying to hire. It can be depressing. So many folks are moving around every 1.5 to 2.5 years. I once viewed the resume of a major gift officer who, in the last 15 years, had worked...
by Richard Perry and Jeff Schreifels | Dec 16, 2016 | CEOs, Executives, Portfolios | Caseloads, Development Directors, Leadership, Major Gift Officers, Management, Uncategorized
Part 5 of a Six-Part Series: Six Reasons Your MGO Will Stay at Your Organization When I talk to MGOs or Development Directors who have a caseload of major donors, and I ask them why they have been in their positions for a long time at a particular organization, one of...